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ESI Business Development Conference
March 17th – 19th, Westin Old Alexandria, VA
Session Description: Is the market overbought or is there more upside? In your CIO role, you’re expected to answer client questions like these Fidelity will help you by discussing what the Fed is thinking, and how it would impact the market, investing in the US, Europe, and China, how to forecast recessions and whether it could lead to a soft landing, hard landing, or no landing. Then we will discuss how to invest in different environments of inflation and economic growth, with an eye on the 2024 election impact. In your CEO role, you have to decide what client services to offer to appeal most to client needs, that leads to higher advisor AUM growth, revenue growth, and client growth. We’ll dive into how advisors can segment their clients to give a more tailored experience to mass affluent, higher net worth, and smaller accounts to enhance the client experience while scaling their practice.
Fidelity’s Paul Ma leads a team of portfolio strategists that have reviewed approximately 30,000 advisor portfolios to date. The team helps advisors review and consider how to fine-tune their client portfolios, check assumptions, and look for ways to improve performance and diversification.
Learn More and Register
View Agenda
ESI Business Development Conference
March 17th – 19th, Westin Old Alexandria, VA
TC139857(0224)1