"My team and I firmly believe that professional expertise and a high standard of service are indispensable for excelling in the high-net-worth (HNW) client sector. We are committed to providing tailored solutions, building trust, and fostering long-term relationships with our clients," shared Annie Ip, Division Director, emphasizing her dedication to delivering excellence and value to HNW clients. ? At AGBA Focus, we provide our consultants with the innovative tools, global resources, and robust platform needed to thrive in the competitive HNW market. By aligning our principles with Annie’s client-centric approach, we empower our team to deliver exceptional results and redefine the standard of service excellence in the financial advisory industry. ? #AGBA #AGBAFocus #AllGreaterTogether #Leadership #WeAreBack #WeAreEvenStronger
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? 2024 Wealth Access Executive Summit ? At the Executive Summit, Troy Jordan, Managing Director at INTRUST Bank, emphasized a crucial aspect of strategy: start with the end client in mind, then work backward to identify the right partners and projects needed. For Troy, it’s all about efficiency and ensuring the final delivery creates meaningful client experiences. A client-centered approach isn’t a short-term play—it’s a long-term commitment that must be baked into strategy to truly succeed. #ClientExperience #StrategicExecution #Partnerships #WealthAccessExecutiveSummit #Leadership #OneWealth #OneBank #OneData
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Our latest edition of OBSERVE is out now. This month, we explore the intricacies of leadership transitions, the evolving role of the Chief Marketing Officer, the rich talent opportunities within the insurance sector, and strategies to navigate an impending leadership deficit. Subscribe now to receive the next issue straight to your inbox: https://lnkd.in/gwNrEs6A Jo?o Araújo, Stephen Fredericksz, Julie McKeen, Barry Guiney, Charlie Thompson, Hei Wai Kwan, CFA, MBA, Angela Bull, Dr. Kaustubh Sonalkar #OBSERVE #ExecutiveSearch #WhereLeadershipMatters
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Our November Edition of OBSERVE is out now. This month, we look at the intricacies of leadership transitions, the evolving role of the Chief Marketing Officer, the rich talent opportunities within the insurance sector, and strategies to navigate an impending leadership deficit. ?? Subscribe now to receive the next issue straight to your inbox: https://lnkd.in/gwNrEs6A Jo?o Araújo, Stephen Fredericksz, Julie McKeen, Katy LeBlanc, Barry Guiney, Charlie Thompson, Hei Wai Kwan, CFA, MBA, Angela Bull, Dr. Kaustubh Sonalkar #ExecutiveSearch #WhereLeadershipMatters #OBSERVE?
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At this year's Wealth Access, Inc. Executive Summit, we had the privilege of hearing from Troy Jordan, Managing Director at INTRUST Bank. It's inspiring to hear from different leaders in banks and wealth management firms and learn how they define success. Troy's insights emphasize the importance of a client-centered approach, which isn't just a short-term play—it's a long-term commitment that must be integrated into strategy to truly succeed. He highlighted a fundamental aspect of strategic planning: starting with the client in mind and working backward to identify the right partners. This approach ensures every client gets the same experience, and the INTRUST team has the right tools to execute that experience. #WealthAccessExecutiveSummit #Leadership #OneWealth #OneBank #OneData
? 2024 Wealth Access Executive Summit ? At the Executive Summit, Troy Jordan, Managing Director at INTRUST Bank, emphasized a crucial aspect of strategy: start with the end client in mind, then work backward to identify the right partners and projects needed. For Troy, it’s all about efficiency and ensuring the final delivery creates meaningful client experiences. A client-centered approach isn’t a short-term play—it’s a long-term commitment that must be baked into strategy to truly succeed. #ClientExperience #StrategicExecution #Partnerships #WealthAccessExecutiveSummit #Leadership #OneWealth #OneBank #OneData
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Our latest edition of OBSERVE is out now. This month, we explore the intricacies of leadership transitions, the evolving role of the Chief Marketing Officer, the rich talent opportunities within the insurance sector, and strategies to navigate an impending leadership deficit. Subscribe now to receive the next issue straight to your inbox: https://lnkd.in/gwNrEs6A Jo?o Araújo, Stephen Fredericksz, Julie McKeen, Katy LeBlanc, Barry Guiney, Charlie Thompson, Hei Wai Kwan, CFA, MBA, Angela Bull, Dr. Kaustubh Sonalkar #OBSERVE #ExecutiveSearch #WhereLeadershipMatters
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Our latest edition of OBSERVE is out now. This month, we explore the intricacies of leadership transitions, the evolving role of the Chief Marketing Officer, the rich talent opportunities within the insurance sector, and strategies to navigate an impending leadership deficit. Subscribe now to receive the next issue straight to your inbox: https://lnkd.in/gwNrEs6A ? Jo?o Araújo, Stephen Fredericksz, Julie McKeen, Katy LeBlanc, Barry Guiney, Charlie Thompson, Hei Wai Kwan, CFA, MBA, Angela Bull, Dr. Kaustubh Sonalkar ? #OBSERVE #ExecutiveSearch?#WhereLeadershipMatters
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What's New to TheStreet... ?? DBS Announces CEO Successor & Raises Guidance! ?? DBS has named Tan Su Shan as deputy chief executive, positioning her to succeed Piyush Gupta. This comes as the bank raises its guidance following a profit beat. ???? What do you think this leadership change means for DBS? Share below!???? ????Follow New To The Street for more! #DBS #leadership #ceosuccessor #financenews #bankingindustry #businessupdate #businessnews #business #news #newtothestreet
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Gain insights from top female banking leaders on the skills that will shape the future of the industry. Banking+ explores the importance of emotional intelligence, adaptability, and continuous learning. Female Banking Leadership: Essential Skills for Success - https://lnkd.in/e3_wCZ4U #BankingLeaders #WomenInBanking #PowerfulWomen #CareerAdvice #FemaleLeadership #EmotionalIntelligence #BankingPlus
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?? Leadership, Legacy & Governance Second-generation businesses can thrive globally or collapse due to poor leadership and governance. During Governance Week 2024, Hollick Rajkumar, Managing Director of HRC Associates, examined why some businesses succeed and become big while others fail. He highlighted the role of succession planning, family values, and governance structures in long-term business sustainability. Strong governance is the key to ensuring legacy values endure across generations. Search Hollick Rajkumar CCGI on YouTube for the full video. #CCGI #CorporateGovernance #CaribbeanGovernance #effectiveboards #leadership #success #sustainability
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What's New to TheStreet... ?? DBS Announces CEO Successor & Raises Guidance! ?? DBS has named Tan Su Shan as deputy chief executive, positioning her to succeed Piyush Gupta. This comes as the bank raises its guidance following a profit beat. ???? What do you think this leadership change means for DBS? Share below!???? ????Follow New To The Street for more! #DBS #leadership #ceosuccessor #financenews #bankingindustry #businessupdate #businessnews #business #news #newtothestreet
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