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Title

Resilient Advisor Program, Brett Van Bortel, Invesco Consulting

Event Description

CFA Society Cleveland and Invesco Present:

Resilient Advisor Program , Brett Van Bortel, Invesco Consulting

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Resilient Advisor Program Information

Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness and productivity of financial advisors. As a speaker and consultant, his focus is helping advisors in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of advisory practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial advisory firms and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial advisors in addition to individually coaching top-producing teams.

Brett is a co-author of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients,* The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy** and Selecting a Coach: 7 Guidelines for Financial Advisors.*** He is also a regular contributor to Financial Advisor magazine. Prior to joining Invesco in 2010 when the firm combined with Van Kampen, Brett worked for Van Kampen Investments for 13 years as a member of Van Kampen Consulting, the predecessor to Invesco Consulting, as well as in advertising & marketing.

Brett is married with three wonderful children. He enjoys coaching and competing in league sports, as well as skiing, hiking and biking.



Event Type

Career; Featured

Education Topic

 

Start Time

5/12/2020 12:00 PM

End Time

5/12/2020 1:00 PM

City

Zoom Meeting

State/Province

 

Event Country

 

Event Region

Americas

Location Info

Speaker

Brett Van Bortel, Invesco Consulting

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$0

Candidate Price

$0

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

5/12/2020 1:00 PM

Event Link

Resilient Advisor Program, Brett Van Bortel, Invesco Consulting

Event Link Leads To New Tab

Yes

Event Short Info

Resilient Advisor Program, Brett Van Bortel, Invesco Consulting

Attachments

Content Type: MyCFA Calendar
Created at 4/30/2020 6:29 AM by cfa@cleveland.cfasociety.org
Last modified at 5/12/2020 8:51 AM by cfa@cleveland.cfasociety.org