Join HBS Cross-Border Market Update & CGIB Discussion

HBS Cross-Border Market Update - CGIB

Join us for the HBS Cross-Border Market Update - CGIB event on November 12, 2025 at 10:30 AM (EST).

Zoom Link: https://havernbenefits.zoom.us/j/6173071144?omn=84729359912

The HBS Cross-Border Team will be providing an engaging overview of the huge increase in cross-border activity in 2025. This market overview will share case studies on how Canadian Advisors have leveraged the HBS team to protect their client relationship on the US side, win new business, and grow referral revenue in perpetuity. In 2024, team paid out $194,000 USD in referral compensation, and has increased of 20% in 2025 so far.

This Session will highlight how you can use this team as an additional value-add to your scope of services and differentiate your team in Canada and globally. The team will review great recent wins, fast facts to share with your clients and prospects, and how to spark a dialogue to win new business.

This session will be an engaging seminar and engaging discussion to help grow and protect your valued business.