Moderated by:
Jeffry Haber, Senior Director, Finance, Commonwealth Fund
Panelists:
William Pusey, Senior Vice President, Keel Point LLC
Paul Simon, Advisor, Paul Simon Advisory LTD
Justina Lai, Director of Impact Investing, Wetherby Asset Management
The impact market is one of the fastest-evolving spaces within wealth management. Many new entrants and a broadening of interest among clients is changing the landscape dramatically and quickly. This wide-ranging panel discussion will explore some of the issues that wealth managers need to be informed about in order to keep pace, including:
With so many options, structures, and models available, how do you build and scale your business? Should you use a platform, hire a consultant, etc?
• With so many options, structures, and models available, how do you build and scale your business? Should you use a platform, hire a consultant, etc?
• Making sense of the solutions and services entering the market. What’s going to give you an edge and what’s going to give you value for the spend?
• Differentiating your firm in an increasingly crowded market
• Keeping your marketing strategy current to reflect cultural shifts and societal priorities