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Client Experience
Ep 24: Leadership and Diversity - With Shundrawn Thomas
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Shundrawn Thomas, President of Northern Trust Asset Management discusses the role of leaders in DE&I. He also talks about his recent open letter – Breaking the Silence – in which he shares some of the experiences he has encountered as an African-American man in the hopes of giving a voice to the silent pain that many of our collective colleagues, friends and neighbors are currently experiencing.
Client Experience
Ep 25: Podcasting to Reach and Retain Clients in the Digital Age - With Matt Halloran
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For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI. In this episode, podcasting professional Matt Halloran shares his expertise in podcasting and how his company is helping advisors find their voice using this medium.
Client Experience
The Search for an Advisor Like Me
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Analysts have been investigating the business case for diversity across industries for years and it has grown stronger. The Wall Street Journal’s research suggests that diverse and inclusive cultures may provide “companies with a competitive edge over their peers.” Companies participating in the study credited maintaining diversity with a range of benefits, including talent retention and better innovation and product development.
Client Experience
Advisory Firm Back to Office Checklist
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As states begin to lift their stay-at-home orders many advisors are looking forward to getting their teams back into the office. This checklist will help you get organized.
Client Experience
Back to Work Considerations for Advisory Firms
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As states begin to lift restrictions surrounding COVID-19, advisory firms are faced with a daunting question – what does the return to work look like? Now that we’ve mastered the art of working from home, how do we approach the next major hurdle of going back? While the future remains uncertain, it’s important to begin these discussions and start putting an office resiliency plan in place.
Client Relationships
Delivering Impactful Client Review Meetings
What Are Our Clients’ Expectations?
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!