Miguel Zakharia’s Post

It was a privilege to attend our annual wealth management conference in Milwaukee this week, learning from several Forbes Top 100 advisors and practices that have consistently shattered their goals, year over year. Their insights on empowering clients in financial plans have been enlightening and will benefit our practice. #WealthManagement #FinancialPlanning #ForbesTop100 #ProfessionalDevelopment #QuantumWealthNM #FinancialPlanningforTech

Excited to share our latest article on the changing landscape of wealth management. Today's key question for executives isn't just "where to play?" but "how to win?" Our report dives deep into the global challenges and essential drivers of long-term success, offering insights to shape the future of the industry. Olaf Toepfer Urs Palmieri Alexander Wilk Sam Farage Julien GALABERT Kaulin McKowen Matthew Cass ChMC David Maurenbrecher #EYinsights #EYGlobalCenterforWealthManagement #RethinkingTheHow

In this quick clip, Bob Oros (Hightower Advisors) comments on why staying current on the various organizational options for wealth management firms is important to both advisors and their clients. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup

In this quick clip, Bob Oros (Hightower Advisors) comments on why staying current on the various organizational options for wealth management firms is important to both advisors and their clients. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup

CEO Paul Saganey CFP® discusses how Integrated Partners is navigating the complexities of today's wealth management landscape, emphasizing the enduring importance of trust and personalized service for high-net-worth clients. https://hubs.la/Q02zFd7K0

Planning continues to be a top priority for clients as they consider their legacy and financial future. Seth J. Finkel and Sam Petrucci will be featured at the upcoming Barron's Advisor Teams Summit, where they’ll be leading a session on 💡 Effective Ways to Introduce Financial Planning and Estate Planning Strategies for Existing Clients 💡. Seth and Sam will share best practices for integrating planning into conversations with clients. Check out the full agenda here: https://lnkd.in/ekr8fPRR #BATeams

What makes Equitable Advisors stand out in the wealth management industry? Check out the Barron’s Advisor Q&A with Nick Lane, President of Equitable, where he discusses our distinct edge, the keys to driving continued growth in our wealth management business, our value proposition for experienced advisors and how we help clients achieve their goals through our holistic life planning approach. Read the article here.

What makes Equitable Advisors stand out in the wealth management industry? Check out the Barron’s Advisor Q&A with Nick Lane, President of Equitable, where he discusses our distinct edge, the keys to driving continued growth in our wealth management business, our value proposition for experienced advisors and how we help clients achieve their goals through our holistic life planning approach. Read the article here.

👋 Checking in from **Future Proof**, the world’s largest wealth management conference! 🌟 Can’t wait to share some of the key takeaways and insights I’ve gathered—stay tuned! 💼💡 #FutureProof #WealthManagement #Innovation #FinancialServices #StayTuned

LIVE TODAY 𝐂𝐥𝐢𝐦𝐛𝐢𝐧𝐠 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐋𝐚𝐝𝐝𝐞𝐫: 𝐏𝐫𝐨𝐯𝐞𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐑𝐞𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐔𝐥𝐭𝐫𝐚-𝐖𝐞𝐚𝐥𝐭𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 Prepare to redefine your approach to wealth management. This exclusive webinar promises to elevate your practice to unprecedented heights, offering a transformational experience that aligns perfectly with the expectations and preferences of the ultra-wealthy clientele. Key learning points: ✅ Nuanced wealth management. Delve deep into the sophisticated approach to wealth management that resonates with 70.8% of ultra-wealthy clients, a preference that remarkably escalates to 96.5% among millennials. ✅ Collaborative investment planning. Learn how to engage with 82.1% of ultra-wealthy investors eager to collaborate with you in crafting successful investment portfolios. ✅ Team synergy. Understand the preference of 80.3% of ultra-wealthy clients to work closely with a team of seasoned professionals, including accountants and attorneys, fostering the creation of synergized, optimal solutions. ✅ Adaptive advisory services. Discover strategies to adapt your advisory services seamlessly, aligning with the evolving preferences and needs of the ultra-wealthy, thereby fostering sustainable growth in your practice. Thursday, October 10, 2024 at 4:00 PM (GMT-04:00) Eastern Time - New York Register here https://lnkd.in/gG9pjiiZ