TJ Reardon

Private client advisor at HUB Private Client with experience across personal lines and as a licensed broker, specializing in complex personal balance sheets and bespoke insurance solutions.

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Mar 18, 2026 • 34min

Building the High Net Worth Connection: Mastering the Private Client Relationship with TJ Reardon & Sarah Scott

TJ Reardon, a private client adviser experienced with complex personal balance sheets. Sarah Scott, a high-net-worth insurance specialist with ~30 years in private client services. They explore relationship-driven service, the waterline framework for gauging risk, why phone conversations and empathy matter, translating bespoke needs into coverage, and how AI can free time for deeper human connection.

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