Advice in Adversity
April 9, 2020
Assess true global demand for environmental, social, and governance (ESG) investment strategies.
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.
Full biography here.
We’ve been here before. Remember 2008? The recession held many powerful lessons for wealth management firms, restoring investor confidence and, perhaps most critical—retaining client assets. Join Cerulli’s Scott Smith to uncover best practices born of the 2008 recession and gain actionable strategies to quell investor fear and uphold your value proposition today.
This presentation addresses:
- Define the key elements investors are seeking in their wealth management relationships
- Identify the best practices advisors used to help navigate similar challenges in the Great Recession of 2008
- Provide guidance on how firms can best equip their advisors to connect with their clients and offer strategies to restore confidence in their progress toward their long-term financial goals
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