Kirsten Smith - Senior Consultant Executive Coach, Lange International
Every day, advisors are faced with significant communication moments when meeting with clients or prospects. In these interactive sessions, we will explore tools and techniques on how to better connect with clients and clearly address their difficult questions.
Alex Zweber, CFA - Senior Portfolio Manager, Parametric
Market volatility is inevitable and unnerving to many investors. Learn how institutions successfully dealt with this challenge, sometimes in unique ways.
Jennifer Sireklove, CFA - Director of Responsible Investing, Parametric
While many advisors shy away from responsible investing due to preconceived notions about its effect on portfolio performance, investor interest has grown significantly, particularly among millennials, Gen X and women. Learn how you can use this opportunity to connect to the next generation of clients.