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The CEDIA Podcast, Episode 115: Understanding High-Net-Worth Clients

Ed Wenck
Apr 12, 2019

David Hunt is with a wealth management firm called Bernstein, and he speaks with high-net-worth individuals every day — which means he has vast insights at to what makes them tick. Learn about the three different types of rich folks, what they're worried about, and the fact-finding technique called "deep discovery."

https://www.bernstein.com/




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CEDIA blog posts are intended to provide general information and should not be regarded as legal opinions or advice.

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