2018 Women Adviser Summit Chicago
May 11, 2018 | Runtime: 1:39
Engaging with your clients is important, but having absolute engagement is critical, explains Julie Littlechild, for the success of an adviser's business.
May 11, 2018 | Runtime: 1:47
Kathleen Burns Kingsbury answers that question and has some tips for how advisers can end the silence, and start the conversation.
May 11, 2018 | Runtime: 1:53
Index funds, low-cost investment solutions, cryptocurrencies and ESG investing; Marie Chandoha from Charles Schwab explains how they all will have an impact on the remainder of 2018.
May 11, 2018 | Runtime: 2:01
The main threat of cybercrime for an adviser used to be the theft of funds from a clients account. Now it's worse as hackers are going after the personal data of clients says Michelle Thetford of Charles Schwab.
May 11, 2018 | Runtime: 1:55
TD Ameritrade's Kate Healy explains how the shifting demographics of the United States dictate the need for firms to hire people of all races and nationalities.
May 11, 2018 | Runtime: 1:48
Yonhee Gordon thinks so, but explains what else can be done to keep improving.
May 11, 2018 | Runtime: 1:16
What value do you bring to your practice? Finka Jerkovic explains how this often overlooked detail can have a huge impact on your success, and ways to improve.
May 11, 2018 | Runtime: 1:58
About 200 advisers learned new business development strategies, and cyber security measures, along with sharing thoughts on boosting diversity in the advice business at the first of four Women Adviser Summits in 2018.