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Selling the Advice Based Offering- Lessons from the UHNW

Speaker: Brian Hughes, Steve Prostano


Brian Hughes, Touchpoint Growth Strategies, and Stephen Prostano, from PKF O'Connor Davies Family Office, discuss the evolution of the service offering in the high-net-worth space. Discussion to focus on the shift towards deemphasizing products & investments, emphasizing advice and problem solving and how to communicate the value to clients and prospects.

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