It’s a (R)Evolution: The Modern Investor, Value, Growth
presented by Jackie Wilke, VP, Advisor Consultant, First Trust

Session Description:

As democratization and commoditization continue to disrupt the priorities/preferences/needs of investors, especially for women and next gens, future-focused professionals are leaning into the formula for modern value: “WHY” and “WHO” powered by “WHAT” and “HOW”. Through discovery, managing human behavior, education and experience, this framework will enable you to plan for and activate your own magnetic business development strategy based on your “why” and “who”. This approach is tried and tested to helping develop effective investment strategies for the modern age.

Learning Objectives:

  • How to identify and help targeted client segments specifically women and next generation investors with effective investment strategies for the modern age.
  • As the largest provider of active managed ETFs in the industry, we'll highlight the advantages of exchange traded funds
  • We'll discuss growth vs. value investing in the modern age

One hour of CFP CE Credit Approved.