Next Level Luxury

Luxury Connect: How to become a wealth advisor to high-net-worth clients

Ultra-high-net-worth real estate agents doubling as wealth advisors

This fall we’re looking at the state of the luxury agent & broker in today’s increasingly complex real estate market. In October, we’ll gather in Beverly Hills at Luxury Connect to share best practices, network, and create blueprint for the luxury agent/broker of tomorrow. Don’t miss it.

The buyers and sellers who work with luxury real estate agents have spent years amassing their wealth, and they want to collaborate with professionals who understand their real estate investment strategies and can help them make the best decisions. That’s why the best ultra-high-net-worth real estate agents are also wealth advisors; they know how to work with their clients and their clients’ accountants, lawyers and other contacts to create the results that each client needs.

 

 

At Luxury Connect, October 16 through 18 at the Beverly Wilshire Hotel, there will be a host of sessions about how to become the luxury real estate wealth advisor that your clients need.

You’ll hear from experts like David Friedman, the co-founder of WealthQuotient, who’s made a career out of studying the ultra-high-net-worth buyer and understanding how to reach those consumers; he’ll explain how to engage the wealthy using best practices and tried-and-true techniques. Investment strategists and directors at Edward Jones, Morgan Stanley and Merrill Lynch will discuss how wealth managers execute and deliver for their clients every day. Luxury real estate pros who’ve been helping clients manage their real estate portfolios for years, such as Diane Ramirez, Michael Dreyfus and Kofi Nartey will discuss how they implement best practices, and you’ll also hear from the best of the best on which technology you should be using to generate wealth reports and help your clients take their own net worth to the next level.

Don’t miss this chance to learn all about becoming the wealth advisor your luxury clients want and need, only at Luxury Connect.

Register now

Thinking of bringing your team? There are special onsite perks and discounts when you buy those tickets together too. Just contact us to find out more.