Professional Voice
Description
Vocal Characteristics
Language
EnglishVoice Age
Middle Aged (35-54)Accents
North American (General)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
welcome and thank you for taking the time to learn a little bit about private equity. In this presentation, you'll learn the basics about private equity and the role it can play in your client's portfolios as well is in your practice. Your ability to address the needs and goals of clients in these important segments will help you attract new business and build your practice. Clients have goals related to seven life priorities, with finance being the connecting point among them all. Understanding these life priorities can help you identify concerns clients may have in their pursuit of their goals. For instance, a client and segments four through 9 may want to invest according to my values. Save for retirements. Enhance returns while lowering risk. Help preserve my original investment. For many of these clients, private equity can be an important solution to help them pursue Their goals. Specifically will discuss how private equity solutions can fit into your overall goals based approach with clients. Help your clients pursue the goals that matter most to them. Help you attract new assets