CPA - medium firm
CPA - large firm
If you're looking to build a high-net-worth management business, understanding the different client personas is a key factor. Industry expert Tate Henshaw will walk you through the different personas, their objections to access and control, and how to best introduce tools like technology to improve client processes and build an automated wealth management practice.
Learning Objectives:
- Identify the different personas you may encounter across the high-net-worth client base
- Determine what questions to ask your clients so that you can most effectively speak to their money mindset
- Give examples of how to explain the technical benefits of your guidance and tools in a way that clients will be open to
Tate Henshaw
ARC Business Management
Co-Founder
[email protected]
Tate has always been obsessed with problem-solving. This passion led him to major in mathematics at the University of Georgia, and Co-Found Arc Business Management. Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America. His experience with tour accounting, royalty administration, and FinTech give Arc the ability to rival services provided by the top business managers in the industry. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystems for his clients. This results in additional free time for his passion in music and quality time with his wife and two young daughters.
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