Webinar on the Earning Investors’ Trust report from the Future of Finance and how the desire for information, innovation, and influence are shaping client relationships.
In a session moderated by Kevin McPartland of Greenwich Associates, Rebecca Fender, CFA, of CFA Institute & Dan Connell of Greenwich Associates discuss the recent Earning Investors' Trust report from the Future of Finance. Topics include:
- the value of trust during uncertain or volatile markets
- trust factors impacting investment firms and advisers
- how credibility + professionalism = trust and value
- the role of technology and innovation in building trust with clients