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Client experience for the modern financial professional
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
What Actions Add Value in This Environment?
We're joined by two experts to help us dig into these important questions - Michael Laughlin, Head of Portfolio Specialists, and Samantha Lamas, Senior Behavioral Researcher at Morningstar
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Podcast 33: Diverse Thought, Endless Possibilities
When a society embraces cognitive diversity, powerful outcomes can result. In this episode of The Active Share, Hugo sits down with Matthew Syed, a best-selling author, highly acclaimed speaker, and award-winning journalist, to discuss what it means to think in complex ways; the implications of moving away from group think; and how investors can benefit from diverse cultures and voices.
Invested in Connecting Women: LEGS empowers members on and off the golf course
On this episode of Invested in Connecting Women, host Olivia Hails interviews Jillian Foss, President and Founder of Ladies Executive Golf Society (LEGS), a nonprofit that brings women together to build their businesses in an inclusive setting.
Dimensions & Insights: Your growth story includes DEI
Today’s competitive and disruptive environment requires diverse thinking and problem solving. Diversity, equity and inclusion (DEI) practices create a platform for differentiation, competitive advantages for firm performance and resiliency, and add to an asset manager’s bottom line and growth.
Special episode: Managing Stress for Success (UBS Conversations podcast)
Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, was a featured guest on the UBS Conversations podcast. She spoke with host Dan Cassidy about how stress can affect both our minds and our bodies.
Top DC Trends and Developments
Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Principal Business Owners Insights
Preparing business owners for each phase of the business lifecycle.
CONNECT WITH YOUR CLIENTS
Access our online library of goals-based educational materials for more productive client conversations.