Secondary Breadcrumbs Wealth Management The Future of Wealth Management Blog Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent Faculty Client Relation Strategies for Financial Advisors Wealth Management lecturer Meghaan Lurtz describes three phases of client-advisor relationships Faculty What Steps Financial Advisors Can Take During Crisis Situations A lecturer from the Wealth Management program explains why asking probing questions to clients is essential for financial advisors during crises. Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read. Faculty Beautiful, Famous, and Impossible to Live With What Architect Frank Lloyd Wright’s Fallingwater Can Teach Us about the Design and Construction of Investment Portfolios Faculty “Hope & Cope” Whether or not financial professionals realize it or like it, their job requires client conversations that cannot be solved with only a time-value-of-money calculation. Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning As recommended by Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and Dr. Meghaan Lurtz. Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients. Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released. Meet the Founding Donors of the New Wealth Management Fellowship The inaugural cohort of Columbia’s Wealth Management program funded a fellowship to diversify the financial advising industry. The Values Dimension We are experiencing the emergence of the values-based consumer in financial advice. Social Security Benefits Increase in 2022 Wealth Management Lecturer Berit Suba discusses the benefit's largest annual hike in 40 years. Net Zero and Its Importance to Investors It may befit advisors and investors to learn more about sustainable investment strategies. Load More Apply We encourage you to apply as soon as possible. Request Information Stay in the know with updates sent straight to your inbox.