Building Trust within Diverse Teams On-Demand

Format: On-Demand Recording
Track: Diversity Elevates
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP Credit: No
Cost: $60, or complimentary with Signature or Elite benefits 

Quality relationships built on mutual trust are the secret to both great teams and to retaining clients. Studies have shown that inclusive teams are the foundation for creating a competitive advantage. Tune in to this session to learn some best practices for building trusting relationships within your diverse team and with clients. Read the full description below.

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Building Trust within Diverse Teams On-Demand 


Today’s organizations face a challenging and dynamic competitive landscape. The ability to attract, engage, and retain employees is crucial to an organization’s success. Studies have shown that inclusive teams are the foundation for creating a competitive advantage. Recognizing the underlying individual differences, strengths, and perspectives of team members can help build teams that can overcome barriers to ensure performance and greater client retention. Quality relationships built on mutual trust are the secret to both great teams and to retaining clients. Not only do your clients put their trust in you that you’ll help them find the best solution for their needs, but they also want to feel comfortable with you handling their financial future. Tune into this session to learn some best practices for building trusting relationships with clients within your team.


Featured Speakers


Sean Walters

Sean Walters, CAE®​

CEO, Investments & Wealth Institute®

Sean Walters is chief executive officer of the Investments & Wealth Institute®. Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors, investment consultants, financial planners and wealth managers who embrace excellence and ethics. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries.

An expert in association management, talent development and credentialing, Mr. Walters has served as CEO of the Investments & Wealth Institute for 10 years, and has been active in shaping education and standards within the financial advisor profession for nearly 25 years. He is a graduate of the University of Arizona with a BA in History, an MBA from the University of Indianapolis, and holds the Certified Association Executive (CAE®) certification.

Garry Bridgeman

Garry Bridgeman, CIMA®​

Institutional Consulting Director

Garry has spent his long, successful career supporting the complex needs of fiduciaries and ultra-high-net-worth individuals. His clients have included foundations/endowments, associations, healthcare organizations, governmental entities, Fortune 1000 companies and family offices.  He entered the industry in 1979 as an Account Executive for Merrill Lynch.  In 2013 he joined Graystone Consulting-Atlanta, a division within Morgan Stanley to help lead the firm’s local team of consulting specialists.

The clients he served looked to him for assistance in the areas of investment policy statement review/development, asset allocation, portfolio structure, risk management, manager selection and oversight, cost analysis, performance measurement and client service.  He also provided expert counsel in identifying and evaluating investment management organizations, as well as refining spending policies to achieve a balance between preserving the future value of capital and funding current obligations.

During his tenure in the industry, Garry has been viewed as a trailblazer.  He distinguished himself from the beginning in becoming the state of Mississippi’s first African American employed by a major broker-dealer. Later, he was recognized by Merrill Lynch as the Top African American Financial Advisor in the U.S., while earning the titles of Global Institutional Consultant and Private Wealth Advisor.

In addition to his full-time responsibilities, he served as an Advisor to Senior Management of Merrill Lynch and later served as chair of the firm’s diversity effort. He was trained in media communications and was designated as a representative to speak with the media in the local market. 

Garry received his Bachelor of Science degree from Indiana University and earned the accredited Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute. He is a past national President of the Institute’s board of directors and was awarded the title director emeritus for his service.  He served as a Trustee for the University of Georgia Foundation and was an active member of their investment committee. After the completion of his service, he was awarded the title of director emeritus. He appeared in numerous industry publications and was featured in an advertorial in Time magazine.

Garry has mentored a number of investment professionals starting out in the industry and maintains a national network and reputation as a resource for investment knowledge for both clients and peers.

Noel Pacarro Brown

Noel Pacarro Brown, CIMA®​, CPWA®​

The Conscious Wealth Management Group at Morgan Stanley

Noel Pacarro Brown is a financial advisor with the Conscious Wealth Management Group at Morgan Stanley. She also is recognized by her firm as an Investing with Impact Director, Family Wealth Advisor, and a Senior Investment Management Consultant. She has been certified by the Investments & Wealth Institute as a Certified Investment Management Analyst® (CIMA) and a Certified Private Wealth Advisor® (CPWA).

Kemy Joseph

Kemy Joseph, CAE®​

Business Development & DEI Specialist at F.E.A.R.S. Advantage™

Kemy Joseph holds a Masters in Brain-Based Teaching and Learning as well as an Educational Specialist Degree in Teacher Leadership. Over the past 10 years he has served as a leader in several schools, nonprofits, and businesses across the US. He even works with Nobel Peace Prize Winners to inspire youth social justice initiatives globally. The hardships of growing up in a single-parent immigrant household motivate Kemy to be a lighthouse for others. He works tirelessly to ensure that the students and educators he serves receive the empowerment they need to create kinder, more successful lives.

Laura Cheeley

Laura Cheeley

Vice President, Senior Manager, Practice Management & Teams

Laura Cheeley leads the Practice Management & Teams group at RBC Wealth Management – U.S. Laura ensures her team is integrated across the enterprise to capitalize on the strengths of each business area linked to practice management. She also leads a group of individuals who ensure flawless execution of Practice Management & Teams operational activities and events. The mission of the team is to help practices who want to grow their business, improve their quality of life, and maximize their potential.

Laura began her career at RBC as a Retirement Operations Specialist in 2007. From there, she became a Primary Advisor Support Specialist answering field product related questions. After this, she joined the Practice Management team and was a specialist in everything practice management – helping advisors and teams to be more effective and efficient in their businesses. In 2013, she managed a newly created team, Strategic Initiatives and Execution Services, tasked with coordinating and executing some of the firm’s key initiatives, programs and offerings.

Laura graduated from the College of St. Benedict with her Bachelor of Arts degree in business management with a minor in psychology. She holds her Series 7 and 66 licenses from FINRA. Laura has been recognized with RBC’s Quarterly Award of Excellence (2013, 2014, 2015 & 2018), won the Annual Award of Excellence in 2015 and won the 2018 RBC WM-U.S. Diversity Award. She was the co-chair of the RBC PRIDE employee resource group (ERG) for two terms and is currently the co-chair of the RBC women’s group, WE – Women Empowered.

Laura grew up in a small town in central Minnesota, where she spent much of her time golfing and working in her parents’ family owned business. Laura is married to Blake who is a financial advisor. She has three girls, Mia, Hadley and Harper and a baby boy, Tyler. Additionally, she is a dual citizen of Luxembourg. When not working, Laura enjoys reading, golfing, gardening, and spending time with her family.

Laura Gregg

Laura Gregg

Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds
Host of The Flexible Advisor Podcast

Laura Gregg is Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses.

Laura speaks regularly at industry events on a range of business building strategies. Her insights have been published in U.S. News & World Report, InvestmentNews, Financial Advisor Magazine, Wealth Management Magazine and CIO Magazine and other industry trade publications. She is a host of The Flexible Advisor podcast where she regularly speaks with industry experts, advisors of all types and experts on a wide range of advisory topics.

Laura has more than 20 years of asset management experience in a variety of roles including conducting industry research, as a relationship manager, marketing and communications director, leader of a sales enablement team and as an investment product specialist. She has expertise in a broad range of investment products and has worked closely with financial professionals and financial institutions throughout her career focusing on distribution and marketing strategies.

Laura joined Northern Trust in 2008, and has previously worked for Claymore Securities (now part of Invesco) and Deutsche Asset Management. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA 7 and 63 licenses. Laura assists in guiding strategy for the Chicago chapter of Women Investment Professionals, sits on a membership committee with the Money Management Institute and is a member of Women in ETFs.
 

Don SmithDon Smith

Director, Diversity Practice Management Consultant, Eastern Divisions
Merrill Lynch Wealth Management

As a Director in the Practice Management Consulting Group, Don is responsible for aiding the firm in developing and executing performance coaching and practice development programs for Black and African-American Financial Advisors across the country.

Immediately prior to joining Bank of America Merrill Lynch, Don was a Manager of Financial Services for Prudential Financial.  At Prudential, Don was responsible for recruiting, training, and development of Financial Advisors for the Southern Financial Group; the Prudential complex for the States of Georgia, Alabama, and Tennessee. Don additionally was a top performing FA earning the Prudential Master’s Council Award in 2011 and 2012.

Don started his Financial Services career in New Orleans, Louisiana in 1992 as a Registered Representative and later District Manager with The Equitable Life Assurance Company (later acquired by AXA).   While with AXA, he attained various leadership roles including District Manager/Field Vice President; Regional Vice President; Regional Director of Business Development; National Director for Management Development; and Executive Vice President(Market Executive) for Louisiana, earning numerous leadership awards.  One of his proudest professional accomplishments  however, was leading the Louisiana AXA organization to great production success in the turmoil of the devastation following the floods and destruction of Hurricane Katrina. While with AXA, Don continued to work with his personal clients throughout each of his roles and earned numerous awards for FA performance.

Prior to joining AXA/Equitable, Don was an Area Sales Manager with the Dayton-Hudson corporation.  At Dayton-Hudson he was responsible for the staffing, sales and profitability, and operations functions for multiple product and department lines within one of the D-H retail brand facilities.   

Don attended Louisiana State University where he graduated from the prestigious E.J. Ourso College of Business.   While at LSU, Don and his brother owned and operated a small chain of music stores located in Baton Rouge, Louisiana.  Although now officially out of the music business, collecting and listening to recorded and live music remains a mainstay in his personal life as a hobby.

Don and his family reside in Johns Creek, Georgia and are involved in many professional and civic organizations.

REGISTRATION & FEES (USD)
$60

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This product is eligible to be claimed with an Elite benefits package

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CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased

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