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Independent Wealth Management Forum 2019 HK - Highlights - Gary Dugan

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1. What are the opportunities and challenges for this industry?

Video transcript

1. What are the opportunities and challenges for this industry?

I think there's a tremendous opportunity for the independent sector to deliver the kind of advice the clients are desperate for. They don't want the product push; they want to be told what's going to be happening in the global economy. What are their long-term investment needs. Is it income? How much risk should they be taking? That advice leads to conversation, rather than saying “I've got a product to sell”. So, the independents focused on advice, leading with advice, I think are here to take market share.

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