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Delivering Knowledge for Long-Term Leadership in Wealth Management The global high net worth market place is expected to rise to US$42.2 trillion by 2009. Winning the investment mandate of high net worth investors represents an immense opportunity for companies to increase market share, drive client satisfaction and retention, and deliver increased shareholder value. In order to effectively compete in the marketplace, wealth management professionals must possess all of the knowledge and skills they need to deliver true, comprehensive, customer driven wealth management services. Additionally, firms must strive to strengthen their relationships with their clients through focused education programs - seminars, web resources, books - in order to impart the knowledge their clients need to act on their advice and recommendations. As the corporate training division of Pearson Education, FT Knowledge provides wealth management organizations with tailored education and support resources for their employees and their clients. Our approaches ensure that organizations will be able to optimize their training spend and their business results. Click on the link below to view our brochure "Delivering Knowledge for Long-Term Leadership in Wealth Management." The document provides our views of the challenges facing wealth management organizations and FT Knowledge's approaches and services that address those challenges. Additionally, we would like to draw your attention to a new book from Wharton School Publishing by Stuart Lucas* entitled Wealth: Grow It, Spend It & Share It. Please contact us to receive a FREE sample chapter of this new and exciting book. We believe this book will serve as an excellent guide for both wealth managers and their clients. For more information on our approaches and services for wealth management organizations or to receive an advance chapter of Wealth, please contact Sean Stowers at 212-641-6137 or at sean.stowers@ftknowledge.com. *Stuart E. Lucas is Chairman of Wealth Strategist Network LLC, and Principal at his family's investment office. He is also an heir to the Carnation Company fortune, started by E.A. Stuart. As Senior Managing Director with Bank One, he oversaw the firm's high-end private client business. He started his career at Wellington Management Company as Assistant Portfolio Manager of the Over-the-Counter Securities Fund, twice a Forbes Honor Roll fund during his tenure. He is Vice-Chairman of the NRP Foundation, holds an MBA from Harvard and is a CFA. Click here to view the full document |
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