Panel Discussion - Sustainable Wealth Management – finding, training, and retaining the right talent

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Sustainable Wealth Management – finding, training, and retaining the right talent

  • Is finding the talent an issue in growing your platform?
  • How are client’s needs evolving?
  • Growing your AUM - client retention, existing client referrals and prospecting.
  • How can learning and professional development help you add value and differentiate your offering?
  • Why is improving skills so important?
  • Trusted adviser – what does that even mean?

 

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Samdarshi Sumit
President Director & CEO
PFI Mega Life Insurance

Kenny Suen
Principal Officer, Chief Marketing Officer
Bill Morrisons

 

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