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SPDR University Hosts Webcast about Retaining Clients
SPDR University, State Street's educational resource for investment professionals, introduced an on-demand Webcast to help financial advisers retain client relationships during uncertain times.
Reported by Ellie Behling
According to a press release, “The Running of the Bears: Stay Ahead of the Stampede and Strengthen Client Relationships” features Hannah Shaw Grove, the principal of HSGrove Private Wealth Consultancy, and Dr. James Grubman, a wealth psychologist, and will discuss:
- research findings on the impact of the financial crisis on the affluent client-adviser relationship,
- best practices on building stronger client relationships, and
- actionable advice on using wealth counseling skills to effectively communicate with clients.
For more information about SPDR University and the Webcast, investment professionals can log on to www.spdru.com.