Copy of 2023 Symposium code for Steph

Presented by Jonathan W. Hubbard of MFS

Beyond the headlines, markets have become increasingly complex. Add in the daily news headlines and it’s easy to see why clients get confused. Our Market Insights seminar can help you distinguish information from noise by offering a fair and balanced overview of global equity and fixed income markets, as well as the global economy.

Learning Objectives:

1. Review trends and outlook in economic growth and inflation.
2. Provide an overview of shifting economic trends (i.e. interest rates, globalization, domestic manufacturing).
3. Further understanding of potential risks and opportunities in both fixed income and equity spaces.

CE pending

Presented by Paul Cieslik of Capital Group

Our Benchmark Study surveyed more than 1500 advisors to identify the behaviors and skills that helped drive double the growth at select practices. These higher impact activities fall into three categories advisors can look to as they seek to grow. Together we’ll learn about the survey findings and identify potential areas of optimization for your practice.

Learning Objectives:

1. Client acquisition behaviors associated with high growth practices.
2. Value-added client service strategies.
3. Techniques high-growth practices use to create efficiency and scale.
4. Share resources that can help you build skills you can immediately apply to your practice.

CE pending

Presented by Mike Sosnowski, CFP, ChFC, CLU, RICP, CFS of Transamerica

Too few Americans have sufficiently prepared for their financial futures. Lifelong habits and attitudes toward money often influence spending and investment decisions, which can impact the ability to save for a home, pay for college, fund retirement, and cover healthcare costs throughout life. Behavioral finance strikes at the root of whether investors reach their investment goals. The potential for a changing market landscape – and changing client conversations – makes this a timely and must-have discussion. The link between behavior and financial outcomes is often unseen. Help your clients see clearly.

  Learning Objectives:

1. Helping your clients realize the link between behavior and financial outcomes.
2. Setting the stage for the conversation.
3. Reviewing your clients habits and attitudes, link this to their situation.
4. Learn and understand course correction techniques.

CE pending

     Presented by Tim Nest of Calamos

Private credit’s focus on both cash yield and risk mitigation, along with the array of different underlying collateral exposures and lending situations, support the case for including it as a strategic allocation to the asset class. We believe that private credit is a large, growing opportunity set and home to a wide range of strategies that can diversify risk, generate resilient yield streams and dampen overall portfolio volatility.

1. Learn what drives the private credit asset class.
2. Understand how to use the asset to diversify risk and provide yields while lessening overall volatility.
3. Strategies to incorporate this asset into client portfolios.

CE pending

      Presented by Erika Wasserman of Financial Behavior Keynote Group  

Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships. This sessions discusses emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles.  Learn to decode emotions, fostering stronger client connections for improved service and retention.

Learning Objectives:

1. Understand the importance of being able to read emotions in client meetings.
2. Identifying critical behaviors of the HOW (detail oriented) and WOW (big idea) client.
3. Know how to leverage this knowledge to better serve and retain your clients.

CE pending.