Advice in Adversity
April 9, 2020
Assess true global demand for environmental, social, and governance (ESG) investment strategies.
Presented by:
Scott Smith
Senior Director
Bio →
Scott Smith
Senior Director
As the Senior Director of Advice Relationships, Scott leads Cerulli's coverage of fee-based managed accounts and investors' engagement preferences. With more than 25 years of wealth management experience, Scott adds valuable context and perspective in assisting Cerulli's clients with optimizing their advisors' and investors' platform experiences, given the evolving demand for financial advice.
During his tenure at Cerulli, Scott’s research and consulting work has covered the full spectrum of wealth management topics, from product development and wholesale distribution to portfolio management and comprehensive financial planning.
Full biography here.
Summary
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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