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Method to develop new high net worth prospects and clients, and to maintain and manage clients and their business derived from the global equestrian community in a cost efficient and competitively enhanced manner for the financial institution
Method to develop new high net worth prospects and clients, and to maintain and manage clients and their business derived from the global equestrian community in a cost efficient and competitively enhanced manner for the financial institution
A method to identify and to access in a meaningful manner qualified prospects—clients derived from the Global Equestrian Community for global financial institutions offering private banking-wealth management services and other financial advisory services in a manner that reduces or minimizes the cost and inefficiency of new prospect—client development in an effective manner by creating a participating peer status and/or insider status for the global financial institution via a participating intermediary in the Global Equestrian Community which is premised on polo team sponsorship and/or the sponsorship of high level equestrian participants in select global events/venues and to reduce the cost and efficiency of new prospect—client development and management of their business in a tripartite effective manner oriented to the Global Equestrian Community.
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