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Professional Advisor Seminar: A New Era for Delivering Trusted Advice
How should trusted advisors adapt their practices to continue providing excellent service to existing clients? How have the wealth management and private banking industries been transformed after the financial crisis? What are the qualities that clients feel are most important in a wealth manager, and how have those expectations changed over the past year?
The San Francisco Foundation's first advisor seminar of 2010 will explore the findings of the 2009 Global Private Banking and Wealth Management survey and discuss current industry trends.
This event is co-sponsored by the Financial Women's Association of San Francisco.
Who should attend:
- Estate planning attorneys
- CPAs
- Wealth management professionals
Discussion topics will include:
- Products and services of the “nouveau classic” model
- How planned changes in regulation may affect your business
- New thinking about risk management for wealth managers
Speaker:
C. Steven Crosby, Partner, Advisory Services, PricewaterhouseCoopers LLP
RSVP:
Call 415.733.8590
Please request any specific accessibility needs or other accommodations when you register.
When:
Thursday, May 13, 2010
11:30 a.m. - 12 noon Registration and lunch
12 noon - 1:30 p.m. Program
Where:
The Bar Association of San Francisco
301 Battery Street
Third Floor
San Francisco
Continuing education credit for attorneys and CPAs.
Credit pending for CFPs and CTFAs.
| What | Professional Advisor Seminar: A New Era for Delivering Trusted Advice |
|---|---|
| When |
2010-05-13 11:30 AM
2010-05-13 01:30 PM
2010-05-13 from 11:30 am to 01:30 pm |
| Where | The Bar Association of San Francisco -- 301 Battery Street, Third Floor, San Francisco |
| Contact Name | Chris Nicholson |
| Contact Email | cmn@sff.org |
| Contact Phone | 415.733.8590 |
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