Registered investment adviser Integrated Partners is launching an educational workshop series for wealth managers looking to serve ultra-high-net-worth clients.
Private wealth expert Russ Alan Prince will lead content curation for the series, which includes an event held with BNY Pershing on Oct. 2-3 at the Hilton Stamford Hotel & Executive Meeting Center in Connecticut.
Prince and Integrated Partners chief growth officer Robert Sandrew will also host a Sept. 10 webinar focused on teaching wealth managers how to effectively work with accountants and attorneys to gain access to UHNW clients.
“Referrals from accountants and attorneys are widely recognized as the best way wealth managers can acquire affluent clients and elevate their businesses,” said Prince. “This master class will appeal to wealth managers seeking to augment organic growth by unlocking a steady stream of new wealthy, ultra-wealthy and even billionaire clients.”