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1 - 6of 6

Results: 6

Maria Ferrante-Schepis, CLU, FLMI

Nov 11, 20219 min

Turn from an advisor of today to an advisor of tomorrow

Based on recent research, Maria Ferrante-Schepis explains which major financial services trends have permanently changed due to the pandemic. She shares what shifts advisors must understand and what practices you must master to thrive in the post-pandemic world.

Maria Ferrante-Schepis, CLU, FLMI; Ted Rusinoff

Jun 3, 202155 min

Flirting with the uninterested

How can advisors get ahead of the disruption that's emerging in the proession? Author Maria Ferrante-Schepis discusses her book “Flirting with the Uninterested: Innovating in a ‘Sold Not Bought’ Category,” which has shaped the trajectory of technology and client experiences.

Maria Ferrante-Schepis, CLU, FLMI; Jennifer A. Borislow, CLU

Feb 7, 202076 min

Supercharge your future: Leveraging trends to consistently create new value

We are facing unprecedented change from disruption, regulation and rapidly rising client expectations. A lovable future means embracing change and proactively shaping it. This thought-provoking session will help you: -Understand the trends and forces impacting your future -Create a new vision -Articulate it clearly and authentically -Rally your team and build the right company culture to support it

Maria Ferrante-Schepis, CLU, FLMI; Jennifer A. Borislow, CLU

Oct 29, 20196 min

Supercharge your future: Leveraging trends to consistently create new value

We are facing unprecedented change from disruption, regulation and rapidly rising client expectations. A lovable future means embracing change and proactively shaping it. This thought-provoking session will help you: -Understand the trends and forces impacting your future -Create a new vision -Articulate it clearly and authentically -Rally your team and build the right company culture to support it

Maria Ferrante-Schepis, CLU, FLMI

Nov 10, 20218 min

The post-pandemic future of advising

Based on recent research, Maria Ferrante-Schepis explains which major financial services trends have permanently changed due to the pandemic. She shares what shifts advisors must understand and what practices you must master to thrive in the post-pandemic world.

Maria Ferrante-Schepis, CLU, FLMI; Jennifer A. Borislow, CLU

Nov 12, 20196 min

Supercharge your future: Leveraging trends to consistently create new value

"We are facing unprecedented change from disruption, regulation and rapidly rising client expectations. A lovable future means embracing change and proactively shaping it. This thought-provoking session will help you: -Understand the trends and forces impacting your future -Create a new vision -Articulate it clearly and authentically -Rally your team and build the right company culture to support it"