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Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.
Manager & Investment Selection
Deep Dive: Manager Research
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it and how it can help investors.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.