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The CEDIA Podcast 1915: Understanding High-Net-Worth Clients
Season 3 · Episode 22

The CEDIA Podcast 1915: Understanding High-Net-Worth Clients

The CEDIA Podcast · Ed Wenck

April 12, 201937m 20s

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Show Notes

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/

For more on CEDIA, head to cedia.net.