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Macroeconomic & Geopolitical
Recession Indicators: Labor Measures Show Improvement
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ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Macroeconomic & Geopolitical
Anatomy of a Recession: Expecting an Economic Boom
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Client Experience
Special Covid-19 Series: Ways for Advisors to Manage and Inspire Newly Remote Teams –– With Kelli Cruz
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Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Kelli Cruz of Cruz Consulting Group discusses how to engage, manage, and inspire your team while working remotely and how to set up your advisory practice for growth that can continue outside of the COVID-19 crisis.
Client Experience
Ep 20: Coaching Clients In Volatile Times –– With Morningstar’s Dr. Sarah Newcomb
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How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar and talk about productive client conversations.
Client Experience
Ep 21: Strategies for Advancing Racial Equity and Diversity - With Connie Lindsey
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The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity, Equity, and Inclusion for Northern Trust talks about the importance of better educating people on the important difference between equality and equity and what leaders can do to provide support and drive change.
Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
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Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Client Experience
Ep. 22: Partnering with Community Foundations to Strengthen Client Relationships In Uncertain Times - Elena
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In this episode, Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area) explains the foundation’s growing commitment to Racial Equity and how grants during the Coronavirus pandemic are being focused on supporting communities of color. She also describes how some foundations are partnering with advisors as they continue to manage clients’ charitable investments.
Client Experience
Ep 24: Leadership and Diversity - With Shundrawn Thomas
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Shundrawn Thomas, President of Northern Trust Asset Management discusses the role of leaders in DE&I. He also talks about his recent open letter – Breaking the Silence – in which he shares some of the experiences he has encountered as an African-American man in the hopes of giving a voice to the silent pain that many of our collective colleagues, friends and neighbors are currently experiencing.
Client Experience
Ep 25: Podcasting to Reach and Retain Clients in the Digital Age - With Matt Halloran
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For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI. In this episode, podcasting professional Matt Halloran shares his expertise in podcasting and how his company is helping advisors find their voice using this medium.
Human Capital
Build a More Diverse Practice Now
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A special post on why diversity matters in advisory firms.