Research and Trends
WISE gathers insights, solutions, and wealth management resources for wealth managers, independent trust companies, and brokerage-affiliated trust organizations.
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Hosted by David Lincoln
Upcoming Webinars
WISE hosts educational Webinars to present industry trends and the future of wealth management.
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Hosted by David Lincoln
Financial Planning Series
A series of presentations from industry experts about
Perspective on Planning: Ways to Make it Work
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.
Lead with Planning to Grow
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.
Stuff Financial Planners Know
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
Upcoming:
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
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Hosted by David Lincoln
Date Webinar Title
Hosted by Karen Rush
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Date Webinar Title
Hosted by David Lincoln
Date Webinar Title
Hosted by David Lincoln
Date Webinar Title
Hosted by David Lincoln