Meet the Expert
Doug Ireland
TrustedPeer Expert, TrustedPeer, Inc.
- 30 years of private client sales management with Barclays Wealth Americas and Lehman Brothers
- Managing Director of San Francisco/West Coast wealth management
- Head of Fixed Income Sales in Asia for Lehman Brothers
Meeting Packages from $400
Your Meeting Package Includes:
- All 7 Best Practices
- Pre-Meeting Discovery Process
- One-on-One Call with Expert
- Meeting Summary Report
- Post-Meeting Engagement
Building an Individual High-Net-Worth Franchise for Financial Services Firms
TrustedPeer Expert, TrustedPeer, Inc.
Target Audience
Sales management, product marketing
Legal and compliance, research & development, C-level executives
Financial Services
Typical client size for a high net-worth franchise is $10M (USD) or more.
Building an Individual High-Net-Worth Franchise for Financial Services Firms:
Target Audience
Expert Topic