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Planners see clients through a lens shaped by their own life experience and training. Often the model is a (white) HNW family that is not representative of most families. Different cultures and value systems impact a client’s financial decisions and for many clients, political and financial systems along with cultural differences have left them AUM-light. In this session, we explain how financial goal prioritization and decision making intersects with one's societal and cultural upbringing. Also, learn how non-traditional business models can profitably serve the AUM-light client and can grow your practice.
Learning Objectives:- Understand the importance of cultural sensitivity when considering a prospect's assets under management
- Identify morphed culture in a global society
