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Title

Join CFA Society Cleveland for a Virtual Lunch on How to Write Better Client Newsletters

Event Description

Join CFA Society Cleveland for a Virtual Lunch on How to Write Better Client Newsletters, Brian Koble, CFA, Baird Private Wealth Management.

Good communication is important in any relationship, including the relationship between investment professionals and their clients. In this presentation, Brian will share tips on writing about investments in a way that clients appreciate and understand.

Brian Koble, CFA is a PIM Manager with Baird Private Wealth Management in Pittsburgh. Formerly, he was Chief Investment Officer of Hefren-Tillotson, prior to the company’s merger with Baird in 2022. He is a graduate of Grove City College, and earned a Master’s degree in Economics from the University of Detroit Mercy.


Event Type

Career

Education Topic

 

Start Time

12/14/2022 11:00 AM

End Time

12/14/2022 12:30 PM

Event City

Virtual Event

Event State/Province

 

Event Country

 

Event Region

Americas

Location Info

​This is being as a virtual event. 

Speaker

Brian Koble, CFA

CE Credits

N/A

SER Credit

N/A

Currency

N/A

Member Price

N/A

Non-Member Price

N/A

Candidate Price

N/A

Registration

​To register - click here!

All Day Event

 

Recurrence

 

Event Link

Join CFA Society Cleveland for a Virtual Lunch on How to Write Better Client Newsletters

Event Link Leads To New Tab

Yes

Event Short Info

Good communication is important in any relationship, including the relationship between investment professionals and their clients. In this presentation, Brian will share tips on writing about investments in a way that clients appreciate and understand.

Recordings

 

Attachments

Content Type: MyCFA Calendar
Created at 11/10/2022 10:17 AM by [email protected]
Last modified at 12/1/2022 2:22 PM by [email protected]