Your niche is waiting: Help your best clients build wealth at work

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Even your most successful clients may not know how to get the most out of their retirement compensation packages. They need help, and you should be the one to help them.

Attend this session to:

• Learn strategies to attract and retain high-earning clients
• Gain knowledge to help you assist clients with complex retirement issues
• Discover ways to earn clients' confidence

Abram Claude will be available after the presentation to answer attendees' questions live.  

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Securities products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. 

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Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

The views expressed are as of 09/2019, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be suitable for all investors. Past performance does not guarantee future results, and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate.

© 2019 Columbia Management Investment Advisers, LLC. All rights reserved.

Speakers

Abram Claude
Vice President
the Learning Center

Abram Claude is vice president of the Learning Center, the value-add program for Columbia Threadneedle Investments.

Mr. Claude is a member of the national speaker bureau and has spoken extensively on retirement and education planning topics. He joined on of the Columbia Threadneedle Investments legacy firms in 2002.

Prior to joining the financial services industry, Mr. Claude held several executive roles with nonprofit policy organizations, served on the staff of a U.S. congressman and was chief of staff for a Massachusetts state senator. He began his career in financial services at Fidelity investments and held positions with responsibility for capacity forecasting, business analysis, public relations and product management and marketing for college savings and retirement plans. Mr. Claude has been a member of the investment community since 1987.

Mr. Claude received his BA in history from Boston University. He holds Series 7, 26, 53, 63 and 66 licenses with FINRA.

Robert Huebscher
CEO and Founder
Advisor Perspectives