Webinars
Sowell’s Trailhead Thursdays webinars offer practice management for financial advisors, economic and stock market updates, forums on important issues that affect financial advisors like cybersecurity, introductions to new investment products, technology training and access to other resources important for financial advisors with an independent investment management practice.
TRAILHEAD THURSDAY WEBINAR
Washington to Wall Street
Join us for an in-depth exploration of the intersection between political developments and market dynamics in our upcoming webinar. Chris Galipeau, senior market strategist at Franklin Templeton, will share Franklin’s views and opinions on the economy, equity markets, and fixed-income markets. Grace Bumpus, senior wealth planning specialist at Franklin Templeton will share key factors shaping the outlook of the upcoming Presidential, Senate and House elections.
TRAILHEAD THURSDAY WEBINAR
ON DEMAND
Practical Uses of AI
Are you curious about how AI can transform your wealth management practice, but just not sure how it applies to you? Join our exclusive webinar with Fidelity Labs/ Patrick Hannon where we’ll demystify artificial intelligence and show you how to leverage it in your everyday operations. This session is designed to move beyond theory, providing actionable insights and real-world applications tailored specifically for financial advisors. in perspective with your clients.
TRAILHEAD THURSDAY WEBINAR
ON DEMAND
Preferrals— the unmasking of asking
You can’t get referrals if you don’t ask, but asking can be damaging to client relationships— enter “Preferrals” designed to help financial professionals overcome their apprehension of asking for referrals. This research-based approach seeks to transform the outdated and potentially harming referral into a low-risk offer to help friends, colleagues and family members based on the financial professional’s genuine concerns.
TRAILHEAD THURSDAY WEBINAR
ON DEMAND
Mid-year Market Update
Hear from Sowell’s FLEX Connect team, Co-CIOs Alex Hsiao and Greg Lai, and special guest Dominic Nolan, CEO of Aristotle Pacific Capital.
TRAILHEAD THURSDAY WEBINAR
ON DEMAND
ESTATE PLANNING
Watch our interactive webinar led by Sowell’s seasoned estate planning attorney, Ledly Jennings, and learn how Estate Planning can propel your business growth.
TRAILHEAD THU WEBINAR
ON DEMAND
Alts with First Trust Capital Solutions
First Trust Capital Solutions offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.
TRAILHEAD THU WEBINAR
ON DEMAND
CAIS Alts — beyond 60/40
The hedging capability of the 60/40 portfolio deteriorated amid high inflation and unprecedented rate hikes in 2022.
FIXED INCOME PRODUCT LAUNCH ON DEMAND
Guiding Light— illuminating portfolios for the next regime
“Guiding Light: Illuminating Portfolios for the Next Regime” encapsulates AAM’s forward-thinking approach to portfolio management.
TRAILHEAD THU WEBINAR
ON DEMAND
Unlocking your Client's Liquidity
TRAILHEAD THU WEBINAR
ON DEMAND
CYBERWATCH
2023
Sowell Management and the Technology Consulting Team at Charles Schwab are joining forces for this virtual event to share best practices with our partner advisors. Our objective is to ensure that we are equipped to protect our online personal information and enhance our awareness of the latest virtual security threats
TRAILHEAD THU WEBINAR
ON DEMAND
Market Update
2023
Information presented is believed to be factual and up‐to‐date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Sowell Management is registered as an investment advisor with the SEC.
