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Creating value for HNW Clients & engaging with their Professional Advisers
Multi-Award winning Managing Partner of Evelyn Partners (formerly Tilney Smith & Williamson) Ann-Marie Atkins joins me to discuss how to demonstrate value to HNW clients and Business Owners.
Ann-Marie tells us about the importance of a collborative relationship with other professional advisers to the clients and how best to engage with them to lead to superior outcomes.
We also cover how pre-sale advice is vital for HNW clients, business owners and their families and much more.
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By andysheena
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Multi-Award winning Managing Partner of Evelyn Partners (formerly Tilney Smith & Williamson) Ann-Marie Atkins joins me to discuss how to demonstrate value to HNW clients and Business Owners.
Ann-Marie tells us about the importance of a collborative relationship with other professional advisers to the clients and how best to engage with them to lead to superior outcomes.
We also cover how pre-sale advice is vital for HNW clients, business owners and their families and much more.