Do Relationships Really Matter? Let's Talk About the Future of Work in Wealth Management and Financial Planning.

Financial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing superior communication, and more comprehensive advisory services are now premium differentiators for advisors. Join us to discuss the future of work in financial advisory services and learn how you can skill up to better serve your advisory clients.

Bios:

Sameer Somal, CFA, CFP, CAIA 

https://www.linkedin.com/in/sameersomal/ Sameer serves as Chief Executive Officer for Blue Ocean Global Technology and is co-founder of Girl Power Talk. He is an active member of the Future Business Leaders of America, the Society of International Business Fellows, and is a board member for the Future Business Leaders of America-Phi Beta Lambda, and formerly a member of the CFA Institute Seminar for Global Investors Board of Regents. He is a key contributor to numerous volunteer agencies across a wide range of initiatives, and he has dedicated countless hours to developing leaders across the globe. Adding to his long list of competencies, he is a compelling author and keynote speaker.

Ian Robertson, CFA, MBA, MA  https://www.linkedin.com/in/ian-robertson-0636901/

Ian is a Vice President, Director, Portfolio Manager and member of Odlum Brown Limited’s Executive Committee. He is a regular speaker and writer on investment issues. Ian holds the CFA designation, which focuses on global investment knowledge, professional standards and ethics, as well as the Responsible Investment Advisor Certification (RIAC), which focuses on the integration of environmental, social and governance (ESG) factors in the selection and management of investments. Combining his strong interest in the impact of ESG on corporate strategy and valuation, and his commitment to providing clients with leading-edge investment insight, Ian is pursuing his DPhil (PhD) in responsible investment on a part-time basis at the University of Oxford. Prior to joining Odlum Brown in 1997, Ian spent five years with the federal government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs

Related links:

Explore a wide range of courses specifically designed for investment professionals such as Data Science and DeFi. Explore online, self-paced learning that fits around your day. Courses are open to the public and member discount is available. https://cfainst.is/GAPod

https://girlpowertalk.com/ Girl Power Talk--We believe that achieving true gender equality requires a radical shift in the way young women are mentored in the workplace. At Girl Power Talk, we are passionately dedicated to empowering women–as well as men and nonbinary individuals–with opportunities to learn confidently, feel valued, and build a career full of purpose. Vision: Girl Power Talk is passionate about elevating young women to become global leaders who are recognized for their myriad of talents and contributions. We believe that through education, opportunity, and the support of empathetic male allies, girls and women will advance beyond gender roles, aspire to new levels of achievement and reshape our society. Through our innovative ecosystem, we are changing the world of work for the better and providing all voices equal weight in a new narrative defining the future.