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HIQI: Wealth Management Strategy
You are in the wealth management business and you know your clients (KYC) better than anyone else, but how do you scale a high touch business? Do you and your clients define wealth the same way? Are you meeting their expectations (assuming you know what they are)? What are you doing to position the next generation (both your clients and your firm) for success? Tune in for 20 minutes on strategy thinking specific to wealth management.

May 14, 2021 12:00 PM in Central Time (US and Canada)

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