The investment world faces a problem. Short-term thinking has disconnected us from our shared purpose: achieving clients’ long-term goals and in turn contributing to economic growth. Organizations that can rediscover their purpose, perform better. State Street Center for Applied Research uncovered three factors of motivation that impact firms’ long-term performance, client satisfaction and employee engagement: Purpose. Habits. Incentives. Or what is known as Phi. Join CFA Society Orlando for our Discovering Phi event on November 14th. Our featured speaker, Philip Palanza, will reveal how your firm can leverage motivation to achieve better financial outcomes for your clients.
2018 Charterholder Recognition – Javier Perez, CFA Society Orlando President, will be presenting new charters to all the 2018 charterholders prior to the Discovering Phi presentation.