Established Affluent masterclass series
Discover and understand the high net worth client
CPD Masterclass: Building strategic relationships for a pipeline of new, affluent clients
In this masterclass, Eleece Quilliam, National Manager for Invesco Consulting, will provide you with a playbook to build your strategic partnerships for HNW referrals, based on a study of the behaviours of successful financial advisers.
You will learn:
- Processes to forge long-term partnerships with accountants and lawyers
- Five strategic shifts designed to help build partnerships and attain HNW referrals
- Ways to build the "economic glue" that can bind these partnerships
- The “Implementation Roadmap” - a process to get you started immediately.
Meet the speaker
Eleece Quilliam is the National Manager of Invesco Consulting Australia, a US-based group dedicated to helping advisers get new clients, keep the clients they have and grow their businesses. Eleece is a keynote speaker at numerous industry conferences and professional development days.
Watch all sessions
Matt Heine, Joint Managing Director of Netwealth
Keynote: Expert advice strategies for high-net-worth clients
Watch Netwealth's Matt Heine in this Keynote roundtable as he chats to three experts with practical high-net-worth advice experience to help you understand and tailor your strategy for the Established Affluent segment.
Dean Holmes, Founder of The Wealth Network and TWN Partners
CPD Masterclass 1: Setting up your advice practice for HNW clients
Dean will take you through how to build a financial planning business which caters to the high-net-worth client and focuses on six pillars that drill down into this segment.
Eleece Quilliam, National Manager for Invesco Consulting
CPD Masterclass 2: Building strategic relationships for a pipeline of new, HNW clients
Based on a study of the behaviours of successful financial advisers, Eleece will provide you with a playbook to build your strategic partnerships for HNW referrals.
Meg Heffron, Managing Director of Heffron
CPD Masterclass 3: Super, SMSFs and technical strategies for HNW clients
Meg has a keen understanding of the super and SMSF needs of high-net-worth (HNW) individuals and will unpack key strategies for those clients with large super balances, nearing retirement.