Welcome & Introductions
Preview Available
Creating and Sustaining Culture in Your Firm
Preview Available
Identification: PFPS2101
Operation Alertness Issued: 4
Operation Alertness Required: 3
Operation Sale: 1
Operation Archive: 1
Operation Minutes: 50
Operation Credits: 1
Operation Prerequisites: 3-5 Years in the Profession
Operation Credit Type: Personnel / Human Resources
Operation Level: Intermediate
Operation Advanced Prep: None
Join Michael Goodman and Cheryl Holland for a conversation on creating and sustaining your firm’s cultural norms to enhance growth, attract talent and simplify leading your organization. Michael and Cheryl will share their successes and failures in creating a firm culture, the necessary ingredients for sustaining culture and why culture matters now more than ever.
Speaker(s):Networking Roundtables (non-CPE)
Preview Available
Identification: PFPS21NS02
Break & Visit Sponsors
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Philanthropy
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Identification: PFPS2102
Operation Alertness Issued: 4
Operation Alertness Required: 3
Operation Sale: 1
Operation Archive: 1
Operation Minutes: 50
Operation Credits: 1
Operation Prerequisites: 3-5 Years in the Profession
Operation Level: Intermediate
Operation Advanced Prep: None
Operation Credit Type: Specialized Knowledge
The world and your clients need you right now. The global pandemic has shown a light on how we need to pull together to make the world better and lift up others. Let me share how to lead clients to think more deeply about giving, how to summarize their intentions and understand the vehicles they might use to impact the lives of others and, in doing so, change their own life.
Speaker(s):Lessons from Guiding Blind Athletes
Preview Available
Identification: PFPS2103
Operation Alertness Issued: 4
Operation Alertness Required: 3
Operation Sale: 1
Operation Archive: 1
Operation Minutes: 50
Operation Credits: 1
Operation Prerequisites: 3-5 Years in the Profession
Operation Credit Type: Professional Development
Operation Level: Intermediate
Operation Advanced Prep: None
In her TED-Talk style presentation, Caroline Gaynor discusses her experience as a guide for blind triathletes and draws parallels between the guide/athlete relationship and the relationship between financial advisors and their clients. Advisors help clients achieve their goals by acting as a trusted voice through stressful life changes and unexpected market turmoil, just as guides keep their athletes focused on the finish line in every race.
Learning Objectives:Visit Sponsors
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Trivia Networking Session
Preview Available
Identification: PFPS21NS04
Got knowledge? Put it to use in this friendly trivia competition. Interact with your randomly selected team to have the ultimate trivia experience; just like you'd play in a pub...but virtual!
Supporting your clients to pursue their changing life priorities
Preview Available
Identification: PFPS2104
Operation Alertness Issued: 4
Operation Alertness Required: 3
Operation Sale: 1
Operation Archive: 1
Operation Minutes: 50
Operation Credits: 1
Operation Prerequisites: 3-5 Years in the Profession
Operation Credit Type: Specialized knowledge
Operation Level: Intermediate
Operation Advanced Prep: None
The pandemic has triggered much life reflection and reorganization. Financial advisors know that their clients are facing changes and challenges. How do you help clients better align their financial solutions with their evolving life vision? In this session, you will learn:
Networking Roundtables (non-CPE)
Preview Available
Identification: PFPS21NS05