More Wealth = More Risk
Whether you are a financial advisor, wealth manager, attorney, or certified public accountant, your clients want you to be their personal CFO for all their financial needs. As a trusted advisor, you are sought out for your expertise and advice on how to maximize and protect your clients’ wealth. However, if you are unfamiliar with how to evaluate each client’s unique set of risks and the proper solutions to protect them, meeting that client expectation will be difficult.
Today’s successful families and individuals have a myriad of risks, any of which could be financially devastating to them. Moreover, at BPC we have found most of these high achievers have gaps and potential exposures they never knew about. For those who do not have the proper protections, BPC will be the strategic partner you need to keep your best clients’ financial plans on track.
At BPC, we have a fully comprehensive process designed to provide your best clients with a customized risk mitigation plan unique to them. Additionally, as your clients’ lives progress and change, their BPC plan will adjust to meet their needs to protect them before a loss ever happens. By providing your clients this type of holistic approach, you will be the personal CFO they want and need.
An Inside Scoop to Personal Insurance
At BPC we understand that keeping our strategic partners educated about the potential risks each of their clients face is imperative to helping them provide an exceptional customer experience. It is for this reason, we offer a complimentary 1-hour CE/CLE webinar. This course provides a high-level overview of personal insurance, risks, exposures and the importance of annual insurance audits.
Additionally, we will discuss how BPC can be the strategic partnership you need to deepen and competitor proof the relationships with your best clients.
To schedule this webinar for yourself or your organization, please complete the contact form below.