Financial Advisor Wellness Research 2019
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Financial Advisor Wellness Research 2019

 Export to Your Calendar 6/3/2019
When: Monday, June 3, 2019
3:30 pm - 6:30 pm
Where: Map this event »
Golden Gate University
536 Mission Street
Room 3214
San Francisco, California  94105
United States
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Online registration is available until: 6/3/2019
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Financial Advisor Wellness Research 2019

In Partnership with FlexShares


Growing Your Business without Killing Yourself

Understanding the barriers of wellness in the workplace has never been more important. Our industry is predicted to have a shortfall of 200,000 advisors by 2021. To stop this gap, advisory firms will need to retool in order to appeal to more women, people of color and younger professionals. We believe managing with wellness in mind will help firms attract, hire and retain talented advisors to move their businesses forward in the dynamic years ahead. 

David Partain, Head of Marketing for FlexShares Exchange Traded Funds, explains the results of the most recent survey while also providing advisors with strategies for dealing with the stress of growing a successful advisory practice. Based on the second iteration of an annual survey by Northern Trust’s FlexShares on financial advisor wellness, the presentation will highlight the survey findings from the 632 advisors who chose to participate in late 2018.  In this year’s survey we revealed key stressors and the divergence of those stressors and solutions based on gender, age, marital status and whether advisors were caring for dependents. Additionally, the survey also compared stressors among firm types and services offered.

 

Speaker

David Partain, Director of Marketing, FlexShares

Mr. Partain has over 20 years of financial-industry experience. Prior to joining the Exchange Traded Funds Group in February 2015, he served as the Investment Marketing Manager for Northern Trust’s Wealth Management division. Before joining Northern Trust, he held numerous marketing positions including at Van Kampen Funds and First Trust Portfolios. Mr. Partain has worked in a sales or marketing leadership capacity in several industries including television, consulting and oil & gas. He started in the industry as a fixed income portfolio trader. In 2014, Mr. Partain was recognized with the Twenty Rising Stars in Financial Marketing by the Gramercy Institute for outstanding achievement within the industry. He is a graduate of Wheaton College (B.A. in Communications & Public Relations), the University of Pennsylvania’s Warton School, Securities Industry Institute Program, and Liberty University (M.A. in Leadership & Management). Mr. Partain has also held a FINRA Series 7, 63 & 66 Licenses.

 

Agenda

3:30 p.m. -  Registration

4:00 p.m. -  Presentation

5:15 p.m. -  Q&A

5:30 p.m. -  Networking with Beverages and Appetizers 

 

Price

Members: Free

Non-members: $10


This event qualifies for 1.5 hours of continuing education credit for CFA charterholders.


Cancellation Policy: Please contact info@cfa-sf.org at least 24 hours prior to the event to receive a full refund.