Скачать или смотреть Virtual Fireside Chat with Senior Advisors: The Power of Client-Segment Focus in Wealth Management

Join Rachel Brenner, Financial Sponsors Group, J.P. Morgan Private Bank, Jamie Ratner Rich, CFP®, Stifel, Russ Thornton, Wealthcare for Women, and moderator Philipp Hecker as they discuss why and how both clients and advisors benefit from “going deep” in clearly defined client segments.Topics of Discussion Include:

The Pros and Cons of Client-Segment Focus in Wealth Management
Strategies to Identify and Target Growing Client-Segments
Advice on How to Build a Successful Client-Focused Business
Following the conversation, the event will be open for a question and answer period, where attendees can ask questions directly.

Panelists

Rachel Brenner, Executive Director, Financial Sponsors Group, J.P. Morgan Private Bank
Jamie Ratner Rich, CFP®, Senior Vice President/Investments, Stifel
Russ Thornton, Founder, Wealthcare for Women
Moderated by: Philipp Hecker, Advisor for Columbia University’s Master of Professional Studies in Wealth Management program
The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.

For questions, please contact [email protected].

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or [email protected].
SPS advances knowledge with purpose to move careers, communities, and markets forward. Our mission is to provide a rigorous education, informed by rapidly evolving global market needs, that supports the academic and professional aspirations of our student community. Our vision is to become the premier destination for professional education by generating interdisciplinary thought leadership, developing innovative pedagogy, and advancing globally competitive academic solutions for ambitious agents of change and impact.

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