Presentations

1. Value-based selling

Andrew Bryant
Chief Executive Officer
Self Leadership International
andrew.bryant@selfleadership.com

For more information on this presentation, please email Andrew directly.

2. How to segment your existing portfolio to make it a profitable and sustainable business

Anthonia Hui
Chief Executive Officer
AL Wealth Partners
ah@mywealthpartners.net

For more information on this presentation, please email Anthonia directly.

3. Smarter Selling: How to grow sales by building trusted relationships

David Lambert
Co-author, Smarter Selling
Principal, IOWEU International
david.lambert@ioweu.com

For more information on this presentation, please email David directly.

4. Leveraging intelligence to increase assets under management

Ridzwan Aminuddin
Vice President, Product Development & Operations
Wealth-X
raminuddin@wealthx.com

For more information on this presentation, please email Ridzwan directly.

5. Structured advisory process - combining product knowledge with sales process and skills

Hansi Mehrotra
Principal, Head of Wealth Management for Investments, Asia
Mercer
hansi.mehrotra@mercer.com

Ralph Grimse
Principal, Sales Performance, Asia
Mercer
ralph.grimse@mercer.com

For more information on this presentation, please email Hansi or Ralph directly.

6. Making the most of your client meetings

Michael Stanhope
Chief Executive Officer
Hubbis
michael.stanhope@hubbis.com

For more information on this presentation, please email Michael directly.

7. Developing a strategy for how we grow our business

David MacDonald
Managing Director and Head of Consulting & Learning Solutions
Hubbis
david.macdonald@hubbis.com

For more information on this presentation, please email David directly.

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