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Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Client Experience
Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Client Experience
Special Covid-19 Series: Ways for Advisors to Manage and Inspire Newly Remote Teams –– With Kelli Cruz
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.