Solution introduction
Masterclasses 2020/21: A masterclass series for wealth management professionals
Edinburgh | Manchester | Leeds | London | Bristol | Guernsey | Isle of Man | Jersey Johannesburg | Cape Town | Nairobi | Lagos | Dubai | Riyadh | Kuwait City | Doha | Muscat | Manama
This intensive thought leadership 1 Day Masterclass course, delivered by Dr Stuart Gibson will show you how to improve the growth, acquisition, retention, service, clients experience, development and profitability of HNWs, UHNWs, entrepreneurs, family businesses (FBs), single-family offices (SFOs) and multi-family offices (MFOs) in today’s changing and challenging times. This 1 Day Masterclass course is designed to help you build the skills necessary to implement an effective and profitable client engagement strategy for your business and a great opportunity to network with your fellow professionals.
In just 1 day you will learn
- How to grow revenue and profitability of clients in changing & challenging markets
- How to build true client loyalty - increase AUM from existing clients (share-of-wallet)
- How to gain the skills and understanding to implement profitable business strategies
- To understand different behaviours of HNWs, UHNWs, entrepreneurs, FBs and SFOs
- How to create long-term trusted client relationships and gain competitive advantage
- How to successfully implement a client strategy, increasing organisational reputation
- How to improve client relationships, creating long-term collaborative partnerships
- How to improve private client service quality and recover from service failure
- How to ensure client satisfaction and increase cross-buying profitable opportunities
- To understand trusting behaviour, trustworthiness, loss of trust and balance of power
- How to reduce switching and maximise lifetime value of clients through innovation
- How to successfully compete and deliver digital private wealth management services
Who should attend?
Private/investment banks, wealth managers, asset and investment managers, trust & fiduciary firms, fund managers/administrators, general/life insurance & pension advisers, independent financial advisers, private client lawyers, private client accountants/tax advisers, FX & global payment firms, property & real estate firms, transport providers (private aviation, yachting), luxury goods/service providers.
