Practice Management | On-Demand Webcasts
An Optimal Client Service Model - CAAFP Breakout Session 2
As the financial services industry continues to transition into 2021, The American College of Financial Services presents a breakout session that will be helpful for all financial professionals. Join Michael Sheppard, CFP®, and Peter TarTaro, CFP®, as they explore ways to create an optimal service model to best meet your client’s changing needs and what financial professionals can learn about servicing clients from other industries. The presenters will take a deep dive into Securian Financial research and what they learned about affluent customers through the consumer’s mindset and characteristics sharing both tactical and interpersonal expectations. They will discuss how the data can be used to elevate your clients’ experience and provide an easy-to-follow plan for clients at all levels of your service model, including tips for how to adjust financial plans during times of crisis.
February 19, 2021
February 19, 2021
Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
February 12, 2021
Retirement Planning | On-Demand Webcasts
Retirement Income Literacy for Women: Perspectives and Opportunities
February 10, 2021
From The President | Insights
Make Black History Month a Charge to Effect Real, Lasting Change
February 08, 2021
Ethics In Financial Services | Research
An Analysis of The State of Stakeholder Trust in the Financial Services Industry
February 01, 2021
From The President | Insights
Artificial Intelligence in Wealth Management: Perspectives from the C-Suite
January 25, 2021
Retirement Planning | On-Demand Webcasts
A Deep Dive Into Retirement Drawdown Strategies
January 22, 2021
Special Needs Planning | On-Demand Webcasts
Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs
January 15, 2021