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CABRAL CARPENA
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GENOVA
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RACHEL

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FINANCIAL
FINANCIALPLANNING
PLANNINGIN
IN33STEPS
STEPS

Financial Planning is a comprehensive plan developed after careful

examination of various parts of a person's life such as investment planning,
retirement planning, asset allocation, life insurance, health insurance planning
and many more.
Financial Planner is a qualified investment professional who helps individual
and corporation meet their long-term financial objectives by analyzing client's
status and setting a program to achieve the client's goal.
Step I.
FINANCIAL PLANNING IS NOT ABOUT CALCULATION, RETURNS,
AND GUESSING WHAT THE MARKET WIIL DO

Step II. FINANCIAL PLANNING IS LONG

TERM
STEP III. FINANCIAL PLANNING IS ALLENCOMPASSING

WEALTH MANAGERS
Are financial advisor who offer services mostly needed by high-net-worth
individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
services include : capital gains planning, estate planning and risk
management.
Manages literal wealth.
Sits down one-on-one with each client and discusses goals, comfort levels
with risk, and any other stipulations or restrictions the client may have in
regard to the investment of his assets.
Composes an investment strategy that incorporates all information gained
from the client and that allows the client to achieve his goals.
The advisor continues to manage the clients money and utilizes investment
products that coincide with the client's stipulations.

WHAT WEALTH MANAGEMENT SHOULD BE

First, the key to ensuring that youll have access to true wealthmanagement services comes from looking at the credential that a
financial companys professional have.
Second, the best wealth-management professionals focus not merely
on maximizing investment returns.
Finally, its critical to understand fully how wealth management
companies earn their compensation

Difference of Private Banking and Private Wealth Management

PRIVATE BANKING
*PRIVATE BANKING DOES NOT ALWAYS DEAL WITH
INVESTING CLIENTS' ASSETS.
* INVOLVES FINANCIAL INSTITUTIONS THAT
PROVIDE FINANCIAL MANAGEMENT SERVICES TO
HNWIS.
WEALTH MANAGEMENT
*Wealth management employees, including
financial advisors, provide advice to clients to help them
improve their financial standing and assist clients in investing
assets with the goal of generating high returns.
*wealth management generally involves advice and
execution of investments on behalf of clients.

What can be learned from other sectors who

attract high profile customers?
High end clients do not care much for
cheap provisions they do not trust them.
Higher Price

Quality

Special Perks

Consistency

Right Team

Speak to audience using their language

What strategies can you adopt in the rapidly

emerging world of social media?
Witty
Advertising

Social Video

Advisory

Product Advertising