Webinars

3RD THU

On-Ramp to Growth with Duncan MacPherson

THUR, SEPT 15, 12:00PM CT

What separates the best from the rest? The very best often use times of volatility and disruption as an opportunity to manage growth and to go upmarket and attract higher value clients. Some are growing down so that they can go deeper with the clients who have needs that are more complex.

Many clients are feeling like they are underserved, and the very best are refining and optimizing their approach to elevate the client experience, enhance their fee-worthiness and increase their consistency to achieve even more professional contrast.

This timeless and timely presentation outlines the mindset and best practices of the very best financial professionals in the field. Actionable strategies for: enhancing refer-ability, improving team dynamics, identifying gaps and efficiencies, and driving overall productivity

TRAILHEAD THURSDAY WEBINAR

Midterm Election 2022 Economic Update with Andrew Opdyke, CFA

THUR, NOV 17, 3:15PM CT

By all accounts, the stakes are high for the 2022 Midterm Elections. House members only serve 2-year terms, which means all 435 seats in the House of Representatives are up for grabs. Senators serve 6-year terms, so a third of the Senate faces re-election every two years. Plus, gubernatorial races will take place in 36 states. Join us post-election on Thursday, November 17, when First Trust Sr. Economist Andrew Opdyke will offer an economic update through the lens of the 2022 election results.

PRESENTER: SENIOR ECONOMIST ANDREW OPDYKE

Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.

FLEX TUES

Digital Assets with Valkyrie

TECH TUES

SmartRIA

TECH TUES

Growth Marketing Platform | Clout

TECH TUES

Digital 401(K) Platform | Vestwell

TECH TUES:

SmartAdvisor Platform

3RD THU

Lessons from Behavioral Finance | Jackson

3RD THU

Annuities 101 |
DPL

INTRO: Commission-free Insurance Platform | DPL

TECH TUES

eMoney | Effortless Financial Planning

3RD THU

Across the Years: the Power of Trust

TECH TUES

Addepar

3RD THU:

Priceless: the language of value

3RD THU

China v. US

Economist Clyde Prestowitz pulls back the curtain on how/why US corporations became China’s biggest political & economic ally.  

3RD THU

Unpacking SPACs

Thierry Wuilloud, CFA of Water Tower Research unpacks the dynamics of the investment vehicle known as SPAC.

FLEX TUES

Biblically Responsible Investing

Sowell Management adds (BR) models to its FLEX UMA wealth management platform.

3RD THU

Riskalyze

An exclusive private tour of the full Riskalyze Elite suite of features including the ability to leverage sophisticated analytics. 

FLEX TUES

Introducing iCIO

Learn how Sowell’s FLEX wealth management platform can enhance your investment strategies.

3RD THU

Bitcoin & Ethereum Demystified

IDX CIO Ben McMillan shares key differences between the two digital asset market leaders.

TECH TUES

Salesforce CRM Basic Training

 Sowell Technology + Data Managing Director Thomas Knight leads a basic training webinar.

3RD THU

Decentralized Finance Demystified

IDX CIO Ben McMillan demystifies the new asset class known as Defi, decentralized finance.

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.