The Role of Continuous Development for the Successful Advisor
Overview
Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.
Jaleigh J. White, CPA, CPWA®, Director of Baird Family Wealth, Private Wealth Management
Katherine Dunlevie, CFP®, ChFC, CTFA, President and CEO, The Family Office at Synovus
Moderated by Arne Boudewyn, Head of Family Wealth and Culture Services, Wells Fargo Wealth & Investment Management