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The Trust and Transparency Disconnect: Why Clients Hide Assets and How to Get More
$60, or complimentary with Signature or Elite benefits
Keyword(s)
FlexShares, Laura Hanichak Gregg
FlexShares’ behavioral research reveals that advisors manage a much smaller share of their client’s assets than they believe. In this session, we’ll explore five client personas, identify those personas that are likely hiding assets and provide tactics for building trust, transparency, and a larger share of wallet.
Credit Information
1
Description
FlexShares’ behavioral research reveals that advisors manage a much smaller share of their client’s assets than they believe. In this session, we’ll explore five client personas, identify those personas that are likely hiding assets and provide tactics for building trust, transparency, and a larger share of wallet.
Speaker:
Laura Hanichak Gregg, Senior Vice President, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased