Upcoming Webinars
Talent: Recruiting, Engaging and Retaining
August 24th, 2022
As competition for talent remains tight, Phil Buchanan of Cannon Financial Institute will lead a discussion focused on strategies to attract and retain talent. While compensation is key, non-financial benefits can play a role in attracting and earning a long-term commitment.
Webinar Archive
Perspective on Planning: Ways to Make it Work
Speaker: Lisa Featherngill, Comerica
June 2022
Lisa Featherngill discusses ways to design a planning practice that benefits both clients and firms. The webinar focuses on how to identify the offering, how to deliver it, and how to measure the impact.
Improving Retention Metrics and Attrition Outcomes
Speaker: Dan Greene and Rick Swygman, Greene Consulting
December 2020
Measuring retention and managing attrition risks is essential for all financial advisory firms. Hear from WISE experts and Greene Consulting on how you can improve retention metrics and attrition outcomes. We discussed what are "good" retention rates, how firms are tracking attrition causes, and what firms are doing to manage attrition risks.
UHNW Pricing Trends and Best Practices
December 2021
Speaker: Thom Melcher, Glenmede
Thom Melcher, Director of Family Wealth at Glenmede and former Managing Executive for Hawthorn, PNC Family Wealth, introduces WISE members to HNW and ultra-HNW pricing trends.
HNW Pricing Trends and Strategies for Strengthening Returns on Assets
November 2021
Speaker: Doug Trott, Founder of PriceMetrix
Doug Trott, former McKinsey Partner and Founder of PriceMetrix, discusses HNW and ultra-HNW pricing trends and practices.
Diversity is Good for Business
Speaker: Laura Gregg, Northern Trust
October 2021
Laura Gregg will share data on how diversity can have a positive impact on talent and client acquisition. About 77% of firms focused on diversity, equity, and inclusion report success in hiring new professional talent and more than than half of consumer respondents say that when seeking an advisory firm, they ask about the firm’s commitment to DE&I.
Lead With Planning to Grow
April 2021
Speaker: Nerre Shuriah, First Citizens
Nerre Shuriah shares insights and lessons learned from leading First Citizens' evolution from a transaction-focused to relationship-focused culture, with an emphasis on how to change advisor behaviors, one of the biggest implementation challenges facing the industry.
Selling the Advice Based Offering:
Lessons from the UHNW
Speakers: Brian Hughes, Touchpoint Growth
Stephen Prostano, PKF O'Connor Davies Family Office
April 2021
Brian Hughes, the Co-Founder of Touchpoint Growth Strategies, and Stephen Prostano, a Partner at PKF O'Connor Davies Family Office, discuss the evolution of the service offering in the high-net-worth space. Discussion to focus on the shift towards deemphasizing products & investments, emphasizing advice and problem solving and how to communicate the value to clients and prospects.
Stuff Financial Planners Know
Speaker: Joel Redmond, Family Wealth Consulting
Joel Redmond bridges the gap between academic lessons about planning and what actually happens in planning engagements, focusing on how to deliver an effective, superlative client experience
Research
Improving Retention Metrics and Attrition Outcomes
Measuring retention and managing attrition risks is essential for all financial advisory firms. Research detailing how you can improve retention metrics and attrition outcomes. What are "good" retention rates, how firms are tracking attrition causes, and what firms are doing to manage attrition risks.
