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Targeting High-Net Worth Individuals

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Join The Adviser’s Annie Kane; Citi’s Head of Banking and Wealth Management Distribution, Gofran Chowdhury; Citi’s Head of Mortgages, Matt Wood; and BDM Angela Pedron for an in-depth look at how to work with high net worth clients, and hear a business update from Citi.

This free-to-watch webcast, partnered exclusively by Citi, will give brokers a business update, and explain their offering by servicing the needs of high-net-worth individuals.

This panel of industry specialists will share with brokers why change is an opportunity and provide an update on the recently announced sale process.

Discover how to target a high-net-worth audience and hear first-hand tips on what this segment wants from banks and brokers, as well as:

  • How the lender is operating moving forward
  • Why change is an opportunity for brokers 
  • Who is the ‘typical’ high-net worth individual and what are they looking for?
  • Where can brokers find high-net worth clients?
  • What products are typically available, how are they priced and how are broker commissions structured

This webcast will be live and interactive, so prepare your questions to be answered on the day by these leading specialists.

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Targeting High-Net Worth Individuals

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