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Event Registration - Meet Up: Passive vs. Active Investing - How Do You Talk To Clients About The Subject and Still Keep Their Business? (Members Only!)

images/Events/MeetUpLogo31.jpg
Date:
Tuesday, June 06, 2017
Time:
12:00 PM - 1:30 PM Eastern Daylight Time
CFA Society Boston Introduces Meet-Ups

Based on feedback we received from our membership, we are pleased to announce a new, casual style of meeting that combines networking and content. Meet-ups are member-exclusive and free of charge, and will take place in various office locations around Boston. Meet-ups will be scheduled at different times during the day depending on speaker availability, and attendees will be asked to bring their own lunch and refreshments. Keep an eye out for the logo on both our website and monthly newsletters!

Interested in hosting a Meet-Up at your offices? Contact Amy Pepe at apepe@cfaboston.org for further details.

Passive vs. Active Investing - How Do You Talk To Clients About The Subject and Still Keep Their Business?

Our recent survey pointed to the passive vs. active debate as a major point of concern for advisors. Please join us for a meetup on this important issue and share your thoughts with fellow advisors on managing client relationships in this environment of changing expectations. In the informal setting of a meetup we'll explore such questions as:

* How and when do you use active strategies and more importantly how to you help clients understand their value?
* What are prospects or clients telling you and what are you saying to them to build or hold their trust?
* Are there resources or white papers to help illustrate active strategy value?
* Are robo-advisors further muddying the waters or helping you show your added value?

Please join us for this meet up!

Please note, attendees are asked to bring their own lunches.

There is no charge for this event, however registration is required since space is limited.
Address:
Putnam Investments
One Post Office Square
14th Floor - Franklin Room
Boston, MA
UNITED STATES
Description:Registration open to CFA Boston Members only.

Please note, attendees are asked to bring their own lunches.

There is no charge for this event, however registration is required since space is limited.
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