Partner Solutions - How to Win High Net Worth Clients
Online Webinar
Wednesday, March 02, 2022
3:00 PM - 4:00 PM
iCalendar
Eastern Standard Time
This is a Partner Solutions webinar sponsored by City National Rochdale.
Presented by: Jared McDaniel, CFA, CPA, CFP®, CMT, CPWA®, AIF, Director, Senior Investment Consultant, City National Rochdale; Celine Pastore, CRPC®, MRFC®, Founder and Principal, SimplePath Wealth Management, LLC
1 NAPFA CE in C – Investments
Content Level: Intermediate
Member & Non-Member: Free
Giving your investments the attention they deserve can result in winning new high net worth clients. During this dynamic conversation, learn how to properly tax manage a portfolio and adjust for risk; discuss communication strategies; and outline how to offer a customized goal-based approach as well as maximize marketing capabilities.
Learning Objectives:
- How to win new high-net-worth business
- How to properly tax manage a portfolio
- How to adjust for risk
Speaker Bio:
After losing her dad to Alzheimer’s and watching her mom lose everything to a nursing home, Celine Pastore made it her life’s purpose to help protect families from the common pitfalls of money, life, and business. Celine is an independent financial advisor with more than 30 years of business experience, much of it on the marketing side of the financial services industry. She has worked with all levels of financial practices from CEOs of Wall Street firms and hedge fund companies to independent advisors and insurance agents. She is the Founder and Principal of SimplePath Wealth Management, LLC, a Registered Investment Advisory firm in the State of Florida. She also owns and operates SimplePath Insurance & Tax Planning LLC, an insurance agency in the State of Florida. Both firms are owned 100% by, and do business collectively as, SimplePath Retirement, LLC. She most recently has been awarded the Women’s Choice Award and is the current president of NAIFA (Nat’l Association of Insurance & Financial Advisors) Tampa Bay.
Jared McDaniel joined City National Rochdale in 2014 and has more than 15 years of financial industry experience. He is responsible for developing and fostering relationships along the West Coast of Florida with CPAs, attorneys, financial advisors, and their clients who may benefit from City National Rochdale’s customized investment management services. Most recently, Jared was employed at Sentinel Investments where he served as a Product Specialist responsible for institutional and retail client relationships. Prior to that, he served as an Investment Strategist at Deutsche Bank, where he performed research to develop the firm’s asset allocation and was a member of the U.S. Investment Committee.