Movin’ On Up: Attract UHNW Clients & Assets – Advisor Insurance – 10.1.21

Overview:
Title: Movin’ On Up: Attract UHNW Clients & Assets
Date: Friday, October 1, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Nearly all advisors want to know how they can move up market, in terms of clients and assets. Join us for an exclusive webinar where our speakers will dive into that question and share first-hand experiences and insights.

The definition of wealth is highly individual. Few people define wealth through the lens of finances and money alone. Research continues to reveal a connection between personal wealth and wellbeing, and how dozens of factors outside of investments can impact clients’ goals.1

Going up market requires holistic advice, including trust and estate planning, lending, alternative investments, insurance, and more.

Please join us for an in-depth presentation that will cover:

  • Experiences from a UHNW advisor on how he’s built his business and what the critical success factors were
  • How to offer trust & estate planning to HNW & UHNW clients, and why it matters
  • UHNW clients’ priorities when it comes to offering alternative investments
  • How to advise on both sides of the balance sheet – assets and liabilities
  • How to integrate insurance into your practice

Speakers:
Jay Hummel Jay Hummel CEO Wealth Advisor Growth Network

Jay serves as CEO of Wealth Advisor Growth Network (WAGN), a key partner to Advisor Insurance. Jay also serves as the Chief Executive Officer of Advisor Insurance, with responsibilities as the general manager of the company. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management. He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management; a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor.
Bentley Blackmon, CFA®, CFP®, CPA Bentley Blackmon, CFA®, CFP®, CPA CEO Naviter Wealth

Bentley has served as CEO of Naviter Wealth since March 2021, shortly after its inception in January of the same year. Blackmon is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. He is also a Certified Public Accountant maintaining inactive status. Prior to joining the firm, he spent 17 years at Stephens, Inc. and 7 years at Morgan Stanley. Mr. Worthen has over 25 years of experience, including 13 years in the wealth management industry working together with Mr. Blackmon at Stephens.
James Combs Jr. James Combs Jr. President and CEO National Advisors Trust

Jim has served as President and CEO of National Advisors since April 2013. Under Jim’s leadership in his first five years, National Advisors expanded its affiliate firms by 50% and helped grow its advisor network over 40-fold. He helped architect the firm’s expansion and distribution into CPA and bank channels and established its dual trust jurisdiction infrastructure.

Throughout his career, Jim has helped manage businesses ranging from start-ups to large enterprises. A strategic thinker and problem-solver, Jim has a passion for building and leading high-performance teams through the business transformation process. During his financial services career, Jim has held leadership assignments in operations, administration, information technology, product management, and enterprise project management at firms such as Bankers Trust Company, The Global Processing Alliance, Wachovia Operational Services Corporation, Wilmington Trust Company, and SEI.

Jim earned a Bachelor of Science degree from the United States Military Academy and a Master of Science in engineering in the management of technology from the University of Pennsylvania.
Dan Jones Dan Jones Vice President | Sales & Marketing Advisor Insurance

Dan serves as the Vice President of sales and marketing with AIK2 Insurance Services. Prior to this role he was a wealth advisor with Buckingham Strategic Wealth helping clients with holistic wealth planning. The decade prior to Buckingham he served on the Business Development team for Envestnet Financial Management where he supported the firm’s Institutional sales initiatives focusing most of his efforts on prospecting new institutional clients (RIA’s, Banks, Broker/Dealers and Trust Companies) as well as consulting and advising existing clients.

Dan received his bachelor’s degree in Economics from Southern Illinois University. Additionally, he holds a Series 65 Investment Advisor registration and a Missouri Property & Casualty Insurance License.
1 Fidelity, Three Principles of Holistic Wealth Planning