May 5 2023 12:10PM
Winning UHNW Business Owner Clients
Business owners have needs that differentiate them from other investors in terms of managing, growing, and transitioning their wealth. Transitioning a business is both a personal and complex decision for business owners. Advisors have an opportunity to become a trusted resource for their business owner clients and their families through early advanced planning. City National Rochdale’s (CNR) Private Wealth Solutions includes two complimentary services, Business Owner Advisory and Comprehensive Wealth Assessment.
How to work with business owners and manage their unique investing needs. Understand the complexities that are involved in managing a wealth plan for a business owner.
Session accepted for one (1) hour of continuing education by CFP Board.
Credits may also be applied toward professional recertification requirement for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.