What’s New in Wealth Management? If you’ve got clients in this space, or perhaps ARE the client in this space, you’ll want to join us on May 20!
You Bring the Lunch. We’re bringing you a 60-minute zoom-based panel and conversation highlighting:
- It’s been an “interesting” year already -- what’s new in wealth management in 2021
- Clients – what are they asking about, what do they need
- Managing client expectations about markets and more
- Introducing new products and services – what’s effective now
- Panelist hot topics and experiences – don’t miss
- Best practices … and worst practices?
Hosted by our own Tony Tursich of Pearl Impact Capital, we’ll be featuring Karen Harding of NEPC, Brad Harrison of Tiedemann Advisors, and a TBA speaker from Vista Capital Management.
Prepare your Q’s and join us for lunch.
