Seizing the Opportunity in Wealth Management
Wealth management is undergoing an epochal change with an $84.4-trillion wealth transfer at stake. The hearts, minds and wallets of the next generation will go to firms that can:
- Level up field coaching and enable advisors to have new and more uncomfortable conversations
- Up-skill advisors to manage bigger teams with a diverse range of experience
- Become exceptional matchmakers using psychometric data to create winning advisory teams
In this webinar, Third Factor CEO, Dane Jensen, will outline how to make the move from investment advice to "Personal CFO" using examples from our work with some of North America's leading wealth management firms and based on the whitepaper he co-authored with Third Factor Principal Trainer, Garry Watanabe..
You should attend if:
- You're responsible for leadership development or change management within a wealth management organization
- You need new ideas for up-skilling advisors to engage in new conversations and navigate the changing industry landscape
- You're looking for innovative solutions to enhance the succession planning process
- You want to learn more about how top wealth management firms are navigating the fundamental shift in client preferences
Seizing the Opportunity in Wealth Management
Sorry we missed you
This event has passed, but it won't be the last. Be the first to know about future webinars from Third Factor by entering your information below.
About the presenter:Dane Jensen is the CEO of Third Factor, the author of The Power of Pressure: Why Pressure Isn't The Problem, It's The Solution, an acclaimed speaker, an instructor at Queen's University and the University of North Carolina, and a regular contributor to Harvard Business Review.
