Financial Professionals

Chapter events

Virtual Chapter meeting
September 21

ZOOM Please register via Cvent

7:30 - 10:00 am
Presenter: Ajamu Loving, Ph.D., CFP®

Hr 1: The Future of Financial Advice
We live in a world where many things are self-service and on-demand. How does this translate to our industry? In this presentation, we discuss the future of client relationships – specifically, what expectations does the next generation have for advice? We’ll profile the future client – summarizing elements presented in our millennial mindset program – and discuss an overall next-gen model for service.

Hr 2: The Business Value of Diversity
Not only is the world experiencing largest transfer of wealth between age groups from generation to generation, but also the world is seeing a change in the face of who inherits that wealth. The “ideal client” can’t really be summarized as many advisors had felt they were able to in the past. Dr. Ajamu Loving leads this course in understanding diversity in our industry, and how different individuals from different backgrounds may change the way advisors are expected to service their clients.

RSVP by September 20, 2021

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