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PFP2010
PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!
Date
July 20, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)
This includes sessions from ENGAGE 2020:
Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor-based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.
Learning Objectives
- Attendees will learn new ways of looking at financial markets
- Attendees will learn new ways to communicate investment topics with clients using sketches
Speaker
Theron Schaub, BFA
VP. Strategic Relations, Buckingham Strategic Partners
General
Tracks
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