Jim Renitsky, CIMA®

Session Title: The Growing High Net Worth Practice

Overview:

Like financial markets, your clients continue to evolve. The next ten years will not look like the last ten years, and understanding the shifting client landscape – including the increased concentration of wealth among investors and $70T intergenerational wealth transfer – will be critical to delivering what your clients need and the continued success of your business. In this seminar, we explore the key portfolio construction and client service themes that will help you plan for future success.

Over the course of this presentation, we’ll discuss six portfolio and client service themes that will enable you to truly serve the high net worth (HNW) client of the future. These are trends that we have observed from top advisor teams across the country who are successfully serving the HNW population and have achieved that differentiated offering.  
 

About Jim

Jim Renitsky, CIMA®, Director, is the Senior Growth Consultant on the BlackRock Business Consulting (BBC) team within USWA Advisor Engagement. In his current role, Jim consults with the largest and fastest growing advisory teams/firms across the industry and leads growth related engagements including strategic planning, data driven business analytics, facilitator led study groups and he is a subject matter expert and lead presenter for many of BlackRock’s most popular programs focused on business growth and the client experience.Jim’s service with BlackRock dates back to 2008. In his prior role, he was a senior partner for BlackRock’s Affinity Partners Group where he delivered practice management and fiduciary content as well as co-defined program strategy and led internal and external marketing for the group. He started his career with BlackRock as an Investment Management Associate covering Registered Investment Advisor clients. Prior to BlackRock, he was a Financial Advisor with Merrill Lynch.Jim earned a BA in Business and Economics with a minor in Religion from Lafayette College in 2006. He holds the Certified Investment Management Analyst (CIMA) designation and the Series 7 and 66 licenses. Jim currently resides in Newtown, PA with his wife Shannon, sons JJ and Jack and daughter Hannah Mae.