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May 2021

HIQI: Wealth Management Strategy

May 14 @ 12:00 pm - 12:20 pm

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 to our next edition of HIQI to hear about strategy thinking specific to…

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