Marketing Financial Services & Investment Solutions to High Net Worth Individuals Workshop (HNW2)
Venue: Sheraton Towers
Event Date/Time: Jul 21, 2008 | End Date/Time: Jul 22, 2008 |
Early Registration Date: Jun 18, 2008 |
Description
Attend this event to learn HOW TO:
• Source for client relationship managers – getting the right talent
• Build the client service model and client service team
• Create the right frameworks and rewards that will motivate and retain key staff
• Develop the talent – getting the right balance between sales, technical and compliance training
• Identify and source for affluent and HNW clients
• Overcome the firm’s “stove pipe†organisational structure: How to marshal firm – wide support that recognises and rewards cross selling and up-selling
• Implement fee models that balance requirements for immediate revenue with longer term using customer lifetime value analysis
• Develop and maintain a competitive advantage
• Seize opportunities in Islamic Finance and Investment