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Webinars


Sowell’s Trailhead Thursdays webinars offer practice management for financial advisors, economic and stock market updates, forums on important issues that affect financial advisors like cybersecurity, introductions to new investment products, technology training and access to other resources important for financial advisors with an independent investment management practice.

TRAILHEAD THURSDAY WEBINAR
ON DEMAND

Student of the Market : Nov 2023

Join BlackRock Director Mark Peterson and Sowell Chief Revenue Officer Jason Inglis for the November edition of BlackRock’s “Student of the Market.” The goal of the webinar is to equip you to put markets in perspective with your clients.

TRAILHEAD THURSDAY WEBINAR
ON DEMAND

Preferrals— the unmasking of asking

You can’t get referrals if you don’t ask, but asking can be damaging to client relationships— enter “Preferrals” designed to help financial professionals overcome their apprehension of asking for referrals. This research-based approach seeks to transform the outdated and potentially harming referral into a low-risk offer to help friends, colleagues and family members based on the financial professional’s genuine concerns. 

TRAILHEAD THURSDAY WEBINAR
ON DEMAND

Mid-year Market Update

Hear from Sowell’s FLEX Connect team, Co-CIOs Alex Hsiao and Greg Lai, and special guest Dominic Nolan, CEO of Aristotle Pacific Capital. 

TRAILHEAD THURSDAY WEBINAR
ON DEMAND

ESTATE PLANNING

Watch our interactive webinar led by Sowell’s seasoned estate planning attorney, Ledly Jennings, and learn how Estate Planning can propel your business growth. 

TRAILHEAD THU WEBINAR
ON DEMAND

Alts with First Trust Capital Solutions

First Trust Capital Solutions offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. 

 

TRAILHEAD THU WEBINAR
ON DEMAND

CAIS Alts — beyond 60/40

The hedging capability of the 60/40 portfolio deteriorated amid high inflation and unprecedented rate hikes in 2022. 

FIXED INCOME PRODUCT LAUNCH ON DEMAND

Guiding Light— illuminating portfolios for the next regime

“Guiding Light: Illuminating Portfolios for the Next Regime” encapsulates AAM’s forward-thinking approach to portfolio management. 

TRAILHEAD THU WEBINAR
ON DEMAND

Unlocking your Client's Liquidity

SDR Ventures CEO, Geoff Eliason, will unpack how a well-engineered M&A transaction can unlock your clients’ liquidity and position you as their most trusted advisor and drive significant AUM for you and your firm. 

TRAILHEAD THU WEBINAR
ON DEMAND

CYBERWATCH
2023

Sowell Management and the Technology Consulting Team at Charles Schwab are joining forces for this virtual event to share best practices with our partner advisors. Our objective is to ensure that we are equipped to protect our online personal information and enhance our awareness of the latest virtual security threats

TRAILHEAD THU WEBINAR
ON DEMAND

Market Update
2023

Hear from Sowell’s FLEX team, Co-CIOs Alex Hsiao and Greg Lai, who will share a 2023 market outlook but also how to unlock the power of a bespoke investment team. Alex and Greg will share insights on the recent market action, the factors of influence and where the path lies going forward in this distinctly new environment.

Information presented is believed to be factual and up‐to‐date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Sowell Management is registered as an investment advisor with the SEC.

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