An Inside Look: How Financial Advisors Can Work Best with Family Offices
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What
SPS Event
Where
Online
WhoStephen G. BodurthaLecturer, Executive and Innovator in Investments, Markets and Wealth ManagementSid Malhotra Speaker; Chief Investment Officer, Kactus Capital ManagementMichael MontgomeryAdvisor, Wealth Management; CEO and Chief Investment Officer at Marshall Street CapitalBill WoodsonLecturer, Managing Director, Co-Head, Cynosure Wealth Advisors
New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead
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What
Online Info Session
Where
Online
WhoBill CatesBestselling Author and Client Acquisition CoachRandy DippellAdvisor at Milestone MoneyPhilipp HeckerAdvisor, Wealth Management; CEO of Bento EngineSamantha RussellSpeaker; Chief Evangelist at FMG Suite and Twenty Over TenAdrianna StasiukSpeaker; Advisor at Aaron Wealth Advisors
Master of Professional Studies - An Accelerated Degree Designed for Experienced Professionals
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What
In-Person Info Session
Where
New York City
WhoTeresa ChanDirector, Master of Professional Studies in Insurance ManagementTracy SchwartzSenior Program Director, Wealth ManagementKristen CaggianoAssistant Director, Recruitment and AdmissionsMariela TorresAssistant Director of Employer Relations, Career Design Lab, Columbia SPS
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