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Covid Hits Private Wealth

This video shows the power of educational content to advisors to the mass affluent, professionals who aspire to advise a practice of 10 or 20 ultra-high-net-worth families.    

Videos can be narrated by you using a proprietary tool. It's not hard.  Most advisors prefer the professional voiceover. 

This video contains the message to send now if you are a private wealth advisor -- a professional in a practice centered on the more adventurous tax and financial planning requirements of the nouveau riche, like tech and other entrepreneurs, as well as old-money passed down in families for generations.

It's not targeted to the same audience as other advisor website platforms. This is content targeted to UHNWIs, small business owners, and families, who otherwise would not know they need advice in the shadow of the Covid pandemic of 2020.    
      

Private Wealth Communications
FINRA-Reviewed Videos For Financial Planners

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