Broker Expo South 2014: brokers must be proactive about HNW business
Zurich Private Clients manager warned the market is "challenging".
Brokers must be proactive about picking up high net worth (HNW) business, delegates at the 2014 Broker Expo South heard today.
Andy Williamson, national development manager, Zurich Private Clients, told an audience at the event, held at Ascot Racecourse, that getting involved in this sector “takes strategic planning”.
He advised brokers to look at potential introducers, such as high-end car dealers, property dealers.
According to Williamson, firms should be asking themselves: “Can you provide
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