Building Trust within Diverse Teams

$60, or complimentary with Signature or Elite benefits

Keyword(s) Building Trust within Diverse Teams, Diversity Elevates, Sean Walters, Garry Bridgeman, Noel Pacarro Brown, Kemy Joseph, Laura Cheeley, Laura Gregg, Don Smith, Organization Success, Quality relationships, Trust, Building Trusting Relationships

Quality relationships built on mutual trust are the secret to both great teams and to retaining clients. Studies have shown that inclusive teams are the foundation for creating a competitive advantage. Tune in to this session to learn some best practices for building trusting relationships within your diverse team and with clients.

Credit Information 1

Tag(s) Practice Management, Behavioral Finance, 1 hour: Institute certifications, On-Demand Recording, Signature (up to 10), Elite (full access)

Description

Today’s organizations face a dynamic and challenging competitive landscape. The ability to attract, engage and retain employees have become crucial to an organization’s success. Studies have shown that high-performing teams are the foundation for creating a competitive advantage. Recognizing the underlying individual differences and perspectives can help build teams that are able to overcome dysfunctional barriers and ensure performance. Tune into this session to learn some best practices for building a trusting relationship with employees and clients.

Speakers:

Sean Walters, CAE^®CEO, Investments & Wealth Institute^®

Gary Bridgeman, CIMA^®Institutional Consulting Director

Noel Pacarro Brown, CIMA^®, CPWA^®The Conscious Wealth Management Group at Morgan Stanley

Kemy Joseph, CAE^®Business Development & DEI Specialist at F.E.A.R.S. Advantage™

Laura Cheeley Vice President, Senior Manager, Practice Management & Teams

Laura GreggDirector of Practice Management and Advisor Research, FlexShares Exchange Traded Funds Host of The Flexible Advisor Podcast

Don Smith Director, Diversity Practice Management Consultant, Eastern Divisions Merrill Lynch Wealth Management

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

Expiration:

- One year from the date purchased