Discovery Invest

There has never been a better time to be in the financial services industry. However, what was successful in the past may not serve as a useful guide in the future. Old sales and service models simply do not work. Today’s high-net-worth investor is more informed, more aware, and more demanding than ever before. The workshop reviews: 1. A better understanding of the needs of today’s high-net-worth investor 2. Best practices on how to re-tool their businesses to address those needs 3. A framework for building marketing strategies to attract high-net-worth investors 4. Tools and action steps to build, apply, and execute strategies to work with multi-generational high-net-worth investors: baby boomers, Gen X, and millennials