Webinars

TRAILHEAD THU WEBINAR

CYBERWATCH 2023

THUR, JAN 19, 1:15PM CT

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

Jaws of the Jury Pitch Panel with Co-CIOs Greg Lai &

THUR, DEC 15, 1:00PM CT

The Jaws of the Jury pitch panel is a shark-tank-style program hosted by “sharks” Sowell CRO Jason Inglis and Co-CIOs Greg Lai and Alex Hsiao. Entering the water: Devin Iafelice, First Trust, Tom McCabe, Vanguard, and Chris Quagliata, PIMCO. 

TRAILHEAD THU WEBINAR

Midterm Election 2022 Economic Update with Andrew Opdyke, CFA

ON DEMAND

First Trust Senior Economist Andrew Opdyke offered an enlightening economic update through the lens of the 2022 election results. 

3RD THU

On-Ramp to Growth with Duncan MacPherson

ON DEMAND RECORDING

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.

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

INTRO: Commission-free Insurance Platform | DPL

3RD THU

Across the Years: the Power of Trust

FLEX TUES

Biblically Responsible Investing

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

FLEX TUES

Introducing iCIO

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

3RD THU:

Priceless: the language of value

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.