Sponsored by:

Pershing

 

Working remotely in response to COVID-19, you need insights on how best to serve your high-net-worth (HNW) clients in the face of volatile market conditions and broader challenges associated with the global pandemic. HNW clients have rapidly changing expectations given the economic and other uncertainties they face. With the flood of news, they also have numerous questions and concerns, and – at the same time – want to receive both quick tips and more thoughtful advice.

Join this complimentary webcast to discover how to strategically use the latest communication, portfolio review and other techniques to share information and support your clients. You will:

  • Learn how to meet HNW/UHNW clients’ needs for both supportive communication and expectations of excellent service

  • Understand the best ways to review portfolio/investment issues during a period of intense market volatility

  • Increase knowledge of  resources you can utilize from client-experience (CX) and other experts, so you can deliver consistently supportive advice in a time of rapid change and uncertainty

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

 

On-Demand

If you have previously registered for this event, please click here and log-in using the email you registered with to access the on-demand event.

 

Speakers

 

Linda Eaton, Executive Vice President, Cannon Financial Institute. Linda Eaton has a unique background when it comes to helping client-facing advisors increase their effectiveness. Linda began her training career at Merrill Lynch, where, after having successfully built a practice as a Financial Advisor, she moved on to the training division, eventually working in Management Development for North America. Her experience as one of Franklin Covey’s top time management consultants, as well as having run a successful consulting business of her own, provides Linda with an unmatched professional tool kit. Linda’s work in the fields of neuroeconomics and emerging wealth markets has underscored her conviction that clients deserve the best advice and service possible, and truly need advisors to help them.
Luke Winskowski, Head of Thrivent Advisor Network, Thrivent Financial Luke Winskowski’s role at Thrivent is to provide overall executive leadership to the community of purpose-driven independent advisors comprising the Thrivent Advisor Network (TAN). These advisors prefer a more independent business model, yet still crave a strong sense of community. Luke and his teamwork to provide everything they need to bring run their business efficiently while bringing it to the next level—including scale, operational support, organic and inorganic growth resources, financing and a community of peers with a shared sense of principles and values. Luke is a 17-year veteran of Thrivent Financial. He is a Certified Financial Planner (CFP®), MBA and holds FINRA Series 66 and Series 7 licenses.
Sonjii Sonjii Ivey, Vice President in Client Technology Solutions at BNY Mellon | Pershing. Sonjii Ivey leads client engagement initiatives that influence the development of new or enhanced products and services offered by Pershing. She plans and directs the company’s Technology Advisory Board through which C-level executives from strategic firms collaborate on technology strategy. She communicates Pershing’s technology strategy, demonstrates wealth management solutions to financial advisory and broker-dealer firms and identifies their technology needs. She works closely with Pershing’s Global marketing team to plan and execute technology marketing plans and messaging to use at industry events, research initiatives, and the media.