Turning ultra-wealthy clients into fiercely loyal advocates is a process, not an event.
Join Robert Armstrong, President of Independent Trust Company, for an inside look at the strategies used to build, scale, and transform institutions across banking, wealth management, fund management, and trust services.
Date & TimeFeb 17, 2026 12:00 pm Eastern Sign up for our free live webinar and secure your spot before it fills.
As a former CEO and innovator in banking, wealth management, fund management and trust, Mr. Armstrong has worked with UHNW families from several different vantage points.
This experience has lead to a process for attracting, advising and creating raving fans across platforms. This is hard-won experience that can assist you with becoming more than the hired help.
In this exclusive live session on February 17th, “Converting High Net Worth Clients and Prospects into Raving Fans,” Robert will reveal what UHNW clients really want, why most advisors sound identical, and how to position yourself as an indispensable partner rather than the “hired help.”
You’ll learn the mindset of UHNW decision-making, the fears that drive behavior, the relationship strategies that create trust, and the exact steps top performers take to stand out in an increasingly competitive landscape.
If you work with affluent or ultra-affluent clients, or want to, missing this webinar means missing insight you simply cannot get anywhere else.
This is your chance to learn directly from a true industry leader.
Sign up for our free live webinar and secure your spot before it fills.
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