Staying Ahead of the Conversation: Three Topics for Q3 Client Meetings
Cost: Complimentary
Date: Tuesday, June 30, 2026
Time: 2pm ET | 11am PT
Sponsored by:
As we enter the second half of the year, client conversations naturally pivot from reacting to market events to proactively planning for the future. This critical juncture presents an opportunity for advisors to demonstrate their value, guiding clients through persistent uncertainty and identifying opportunities that will drive better long-term outcomes. Are you equipped to lead these crucial discussions?
Join us to stay ahead of the conversation and gain actionable frameworks and strategies to help you navigate the key topics on your clients' minds in Q3 and beyond. This session moves beyond theory, offering concrete approaches you can implement immediately to foster more productive, forward-looking meetings.
You will learn how to:
- Effectively navigate market volatility and translate complex financial headlines into clear, meaningful guidance for your clients.
- Implement proactive planning techniques to anticipate client needs and identify opportunities for delivering greater value.
- Apply proven conversation strategies to lead more confident discussions that reinforce your role as a trusted partner.
- Structure your Q3 meetings to shift the focus from short-term reactions to long-term strategic planning and success.
Don't miss this opportunity to refine your approach for the remainder of the year, strengthen client relationships and solidify your position as an indispensable advisor.
Featured Speakers: 
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
As the Executive Vice President and head of Wealth Advisory, Tom applies 30 years of industry experience directing the implementation of the firm's multi-asset class investment philosophy and discipline in institutional and high net worth portfolios. Tom began his career at Brinker Capital as the vice president of the Investment Management Group supervising the due diligence, performance measurement, investment strategy, relationship management and new accounts departments. Previously, Tom held the position of vice president at Davidson Capital Management where he served as a portfolio manager for institutional and high net worth accounts as well as an equity analyst covering the telecommunications and technology sectors.
Zach joined Orion in January 2026 as a Senior Wealth Advisory Portfolio Consultant. Zach has over 11 years of industry experience and has held roles in both asset management and wealth management over the course of his career. In his most recent role, Zach served as an Investment Advisory Specialist at Merrill Lynch, partnering with advisors and market leadership to drive greater utilization of Merrill's fee-based Managed Asset platforms. Prior to Merrill, Zach served as an Investment Strategist at Neuberger Berman Private Wealth, where he helped manage over $4 billion of HNW and UHNW client assets alongside one of the firm's top wealth advisors. In this role, Zach was primarily responsible for constructing, managing, and monitoring customized multi-asset class portfolios on behalf of clients.
Mac Butcher, CFA, CFP | Senior Wealth Advisory Portfolio Manager | Orion
Mac Butcher CFA, CFP is a Senior Wealth Advisory Portfolio Manager with Orion. With extensive experience in managing institutional and private wealth client portfolios and developing robust asset allocation strategies, Mac brings a proven track record of achieving outstanding results in the financial industry. His expertise lies in presenting and implementing proven investment strategies, leveraging advanced analytical tools to manage risk, and optimizing portfolio performance to surpass client expectations.
Register Now!
Can't attend? Register here for an on-demand recording after the webcast.