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.
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.