Building Trust: Best Practices in Client Communications (A featured session from the 65th Annual CFA Conference in Chicago in May 2012)


Wednesday, August 1st, 2012

Jamie Ziegler
Founder and Partner
AUM Partners, LLC

Event Sponsor:

Career Development Committee

 Chair: David Bradley, CFA

The most successful investment management professionals know how to get past the five Ps discussion about their own products and into the core of who their prospects really are, and how best to communicate with them.  By asking revealing questions and really listening, these top performers know how to build higher levels of trust, and thus, enjoy greater success than the rest.  In today’s volatile market environment, where client trust is more important than ever, these skills are critical.  

This session will teach you how to harness the powers of emotional intelligence and effective messaging so you can create:

 *   Better first impressions

 *   Faster connections

 *   More compelling cases for your firm’s investment products and services

 *   Greater sales and client servicing success for yourself and your organization.

 *   Higher levels of trust with prospects and clients, as well as with co-workers

 *   Lasting relationships

 This high-energy event will include workshop and networking activities, so plan to bring extra business cards – you will need them!


4:30– Registration

5:00-6:30 – Jamie Ziegler presents "Best Practices in Client Communications"

6:30-7:30 – Networking reception with appetizers and bar

Jamie Ziegler
Founder and Partner
AUM Partners, LLC
Highland Park, IL  USA

Jamie Ziegler is co-founder of AUM Partners, LLC, a Chicago-based management consulting firm that helps investment leaders maximize their greatest assets  -- their people.   She has more than 25 years in leadership roles and consulting for large multi-product investment firms, family offices, RIAs, and investment boutiques around the world.  Specializing in leadership development, Jamie has coached more than one thousand investment professionals on effective communications, teamwork and client servicing.  She is co-author of "High Performing Investment Teams" (Wiley, 2006) and is a frequent keynote speaker at investment industry events. She has presented to more than 30 CFA Societies in seven countries and was a featured speaker at the 2012  CFA Annual Conference in Chicago in May.  She is also a guest lecturer at the Kellogg School of Management at Northwestern University.   Before starting her consulting business in 2003, Jamie served for ten years as senior vice president of global marketing for Northern Trust Global Investments and for seven years as director of marketing at Stein Roe & Farnham in Chicago.  Jamie began her career as a mutual fund analyst and has also co-authored books and other publications on mutual fund investing.   She holds a BA in English from the University of Notre Dame and an MBA in Finance from DePaul University. 

As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1.5 credit hours. If you are a CFA Institute member, CE credit for
your participation in this program will be automatically recorded in your CE Diary.

Registration Links
CFALA Members: $15.00 (place cursor on amount for link)
Non-members: $25.00 (place cursor on amount for link)

Time: 4:30 PM-7:30 PM

Location: Omni Los Angeles
                  251 South Olive Street
                  Los Angeles, CA 90071
                  For directions call hotel: (213) 617-3300
                  Event parking at the Omni $12.00 

Dress Code: Business Casual

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


YouTube Facebook Twitter Instagram LinkedIn