Introduction #
Welcome to "Building a High Net Worth Book of Business" with Elie Nour. Driven by his passion for the investment world, Elie joined the wealth management industry in 2005 with Berkshire Securities. After Manulife Securities acquired Berkshire in 2007, he kept growing his practice and building his reputation as an advisor, attracting several advisors seeking his mentorship.
In 2013, Elie created NPW and currently leads a team of qualified, experienced Wealth Advisors, providing exclusive financial services solutions for high-net-worth families, entrepreneurs, family trusts, private charitable foundations, and estates across Canada, the US, and several international countries. NPW is recognized as a leading wealth management provider with an excellent track record, abundant testimonials from its client base, and numerous prestigious awards.
In this video series, Elie shares expert strategies and actionable insights to help financial advisors attract, engage, and build lasting relationships with high-net-worth clients. Gain valuable recommendations on enhancing your professional profile and education as a financial advisor, while discovering Elie's journey in establishing his successful wealth management firm.
Complete the video series quiz to earn 1 CE credit! #
To qualify, you must watch all the videos and score at least 80% on the final quiz. Once you pass, you’ll receive an Advocis x Equisoft certificate via email as proof of your accomplishment.
The pivotal moment that led Elie Nour to found his own practice #
In this section, Elie Nour reflects on his journey as a financial advisor, sharing how he earned the trust of his first clients and the dedication and growth that propelled him to his current success. A pivotal part of his story includes stepping out of his comfort zone, building his personal brand, and embracing public speaking opportunities. As Elie celebrates the 11th anniversary of Nour Private Wealth, he reveals the driving force behind founding his own firm: addressing a gap in client service within traditional financial institutions and creating a business tailored to his vision of excellence in wealth management.
Key strategies advisors can use to build relationships with high-net-worth clients #
The definition of what it means to be a high-net-worth individual has evolved over the years. Depending on a person’s expenses, obligations, and financial goals, this classification can vary significantly. Serving high-net-worth individuals can be complex, as they often have diverse needs and intricate investment portfolios.
In this section, Elie Nour highlights key strategies for successfully engaging with high-net-worth clients. He shares insights on understanding their unique financial priorities and building trust through personalized service and proactive communication.
Training and education tips for serving high-net-worth clients #
There’s no shortage of designations and certifications available to enhance a financial advisor’s expertise and credibility—but the real challenge is finding the time to pursue them. Elie Nour emphasizes the importance of completing your studies early in your career when time is more readily available.
In this section, Elie shares insights into the designations he holds and the ones he recommends for advisors aiming to serve high-net-worth clients. He also highlights the crucial role of soft skills, such as effective communication and public speaking, in building trust and lasting relationships.
The most valuable career lesson Elie Nour wants to share #
"To be good at something, you need to put in the time. To be great, you need to be obsessed." It’s about finding something you enjoy, something that challenges you, and something that excites you.
In this section, Elie Nour shares the most important lesson he’s learned in his career so far. Don’t miss his insights on what it takes to achieve greatness as a financial advisor.
