Event speaker sessions

Schwab Advisor Services™ is dedicated to providing advisors with access to recognized thought leaders and their insights on industry, business, and social trends. The following content from speakers at Schwab events can provide you with new perspectives on how to adapt to change and overcome challenges.


Seth Mattison, FutureSight Labs

Office culture is changing: What is your leadership approach?
Understand workforce trends and generational dynamics so you can identify the right leadership approach for your firm. (Source: Seth Mattison, FutureSight Labs).

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Tammy Erickson, Tammy Erickson Associates

Tapping into multigenerational talent
Understand key differences between generational cohorts to strengthen your workplace interactions and help make you a better leader—and, advisor to your clients. (Source: Tammy Erickson, Tammy Erickson Associates).

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Dr. Marc Brackett, Yale Center for Emotional Intelligence

Emotional intelligence: Enhancing decision-making, relationships, and performance Advisors who master the skill of regulating their emotions can build better relationships with clients and colleagues and enhance their team’s productivity. Understand tools that may help you fine-tune your EQ. (Source: Dr. Marc Brackett, Yale Center for Emotional Intelligence).

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Joseph Coughlin, PhD, MIT AgeLab

The future of retirement planning: What if your clients live to be 100? 
New trends in longevity are dramatically changing how retirees navigate their golden years. Learn how to cut through the noise and stress that may cause clients to tune you out on crucial retirement planning issues—and get them to re-focus and take action. (Source: Joseph Coughlin, PhD, MIT AgeLab). 

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Kim Lear, Inlay Insights

Harness societal change to engage with your clients
Gain insight into societal trends that are changing the way we work, how we buy, and what we value. Harness these changes to meaningfully engage today's consumer. (Source: Kim Lear, Inlay Insights).

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Alan Moore, XY Planning

Financial planning isn't just for boomers anymore
What does comprehensive planning look like for younger investors? Follow these nine steps to meet Gen X and Gen Y expectations and learn how you might serve them profitably. (Source: Alan Moore, XY Planning Network). 

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