Date: Tuesday, October 26, 2021
Time: 2 pm ET | 11 am PT
Produced and Sponsored by:
It’s easy to consider wealth from an objective view, but advisors should not forget that there is a human side to concentrated wealth. Wealthy clients often attribute the source of their affluence to a concentrated asset, whether it be an investment, business, or themselves. Ironically, the very asset responsible for creating wealth may eventually become one of the biggest risks to their financial goals.
Join this complimentary webcast for a discussion about the opportunities and challenges advisors face in their efforts to add value for wealthy clients with concentrated wealth and discover how to best support them. Topics discussed will include:
Attitudes towards diversification, wealth management, and goals
How to approach sensitive conversations around concentrated wealth
Designing a system that supports both the emotional and financial needs of clients
Register Now! (Not able to attend? STILL REGISTER and you will receive an email with how to access the recording of the event)
Devin Ekberg, CIMA®, CPWA®, CFA®
Chief Learning Officer and Managing Director of Content Development
Investments and Wealth Institute
As the Chief Learning Officer and Managing Director of Content Development, Devin oversees a team of educational programming experts that strategize, curate, and create premier educational experiences to drive employable skills and personal growth for elite members of the financial community. He drives the Institutes educational programming, including our podcast, webinars, online courses and certificate-based programs.
He is also instrumental in shaping the curriculum, educational partnerships and guest/ speaker line up for our certification programs and specialty events, inclusive of our Women in Wealth, Diversity Elevates and Focus Series.
Devin brings his expertise as a security and financial analyst and has developed educational products for investment consultants, wealth advisors and individual investors worldwide.
Daniel Crosby, PhD
Chief Behavioral Officer
Orion Advisor Solutions
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.
He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.