RT2D: Staying Relevant and Growing: Marketing, Talent, and Client Value for 2025+

Interactive Focus Group

2025-10-08 | 02:50 PM - 03:35 PM

Information

Brokers can no longer rely on price alone, they need to stand for something. This roundtable looks at how firms are repositioning themselves as trusted advisors by investing in brand, modernising marketing, and creating stronger client loyalty. It also explores how culture, purpose, and visibility are shaping recruitment and retention. Whether it’s attracting better clients or better people, this session focuses on what it takes to build a brokerage with long-term value, not just short-term wins.

  • How to modernise marketing and brand perception
  • New services brokers are offering to SMEs
  • Winning and keeping millennial and Gen Z employees
  • What keeps SME clients loyal to their broker in 2025?