Play bigger than you are: Effective team formation

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Financial advisors today are expected to do more than manage investments; FAs must provide comprehensive guidance on a range of financial matters and life event decisions.

 Leading practices are forming teams that surround their core members with an array of expertise drawn from their firm eco-system and third party resources, tailored to the specific needs of their key client(s). But how to do so with efficiency and at a reasonable cost? 

Attend this session to learn:

• The five key benefits of creating a virtual team (core, firm eco-system, third party resources)
• Why defining the core or key client(s) is critical to forming a distinct value proposition and the makeup of the virtual team
• Key considerations for each part of the virtual team.

Speakers

Abram Claude
VP, Consultative Services, Columbia Threadneedle Investments

Abram Claude is vice president of Consultative Services for Columbia Threadneedle Investments.

Mr. Claude is a member of Columbia Threadneedle Investments’ national speaker bureau and has spoken extensively on workplace wealth and retirement planning topics. He joined one of Columbia’s legacy firms in 2002 and has been a member of the investment community for over 30 years, starting with Fidelity Investments in 1987.

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 combines his public policy background and years in financial services to focus on how financial advisors can optimally respond to regulatory and legislative changes that effect their clients and their practices.

Mr. Claude received his BA in history from Boston University.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.