Sophisticated clients are sometimes synonymous with affluent and high-net-worth clients.
The value of the precedents that we will discuss and share in this What Price Value session is less to do with a client's wealth and more to do with a client's complexity. Unlike Family Office structures built upon products under management, Certainty Advice relationships are built upon complexities under management. Sophisticated clients require higher than 'normal' levels of advice control, leadership, and connections.
This session will share the proven precedents and frameworks for each firm's own unique implementation.