Coming up soon!
How to Ensure Greater Client Engagement, Loyalty, and Growth
Join our Founder & CEO Kirby Rosplock, PhD and Julie S. Johnson, XY Communication Founder & Chief Engagement Officer for a unique webinar tailored to Advisors in the HNW space.
Did you know? Multiple sources have reported that greater than 65% of investable assets will be held by women as well as people under the age of 55 as soon as 2030.
Why it matters? Statistics prove that women and younger investors want different characteristics and resources from their financial professionals. They require a deeper relationship and a greater understanding of their overall needs and that of their family.
Don't miss it: During this webinar we will discuss not only the WHY behind these findings, and, even more importantly, steps advisors can take to become the “go to” for these investors.
On Demand Webinars
Jumpstarting Wealth Education in Your Family
Have an intro to Tamarind Learning by the hand of our own Founder and Chief Learning Officer, Dr. Kirby Rosplock. You will have a quick overview of the following topics:
- Introduction and backstory to Tamarind Learning
- Inherent Challenges
- 6 Tips for Jump-Starting Family Wealth Education
- Tamarind Learning's Solution
- Q&A and Demo