What can you offer your clients that is interesting and different?

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

What can you offer your clients that is interesting and different?

  • How can you differentiate yourself?
  • How can you improve the value proposition?
  • What do clients demand from you today?
  • What products and solutions can you add to the mix that add value?
  • Do you need to be more proactive and less reactive?
  • What would you like to do that you cannot?
  • How does regulation and compliance hamper or help you?

 

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Donald Klip
Co-Founder
Global Mortgage Group

Gary Tiernan
CEO – Capital
Golden Equator


Philipp Piaz
Partner
Finaport

 

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