The UHNW Institute’s Practice Management Clinic series includes five virtual deep dives to explore industry hot topics and pain points within the below Practice Management Building Blocks to help participants problem-solve, share insights and create connections.
This month’s Building Block is Human Capital, specifically examining education, training, and skill development.
Featuring subject matter expert Kristin Keffeler, co-author of Wealth 3.0.
The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential to engaging with and collaborating on solutions for the complex needs of UHNW families. Is your organization investing in its human capital of its NextGen advisors to meet this need? What are the non-technical skills which underly highly effective colleagues?
Join us for an interactive Practice Management Clinic exploring areas of training that can help your organization support its talent growing into high-impact colleagues.
Recommended pre-reading is chapter 8 of Wealth 3.0.
A calendar invite with the Zoom meeting information is available to download through the registration form. Please email Chloe Evans with any questions (cevans@uhnwinstitute.org).