Why is wealth solutions important for RMs today?

Lee Wong of Lombard Odier

Jan 26, 2018

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1. How would you explain to a private banker that discussing wealth solutions is an important part of their conversation with a client?

2. What are the obvious things you're looking to discover when asking a wealthy family questions about their situation?

3. Is the world now too complicated and complex to get this all right?

4. What are some of the obvious mistakes an RM might make when having these conversations with clients?

Video transcript

1. How would you explain to a private banker that discussing wealth solutions is an important part of their conversation with a client?

2. What are the obvious things you're looking to discover when asking a wealthy family questions about their situation?

3. Is the world now too complicated and complex to get this all right?

4. What are some of the obvious mistakes an RM might make when having these conversations with clients?

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