Join Firsthand and Focus Partners for a discussion tailored to financial services professionals as we take a deep dive into the wealth management profession in today’s “New Normal.”

Formerly Vault, Firsthand is the career engagement platform that empowers the success of career seekers by providing them with powerful insights, unique resources, and impactful relationships so that they can uncover their next best step.

Focus Partners is a full service coaching and practice management consultant that helps financial professionals take their business to the next level.

In this webinar, we’ll focus on how to learn, improvise and adapt, and overcome barriers to thrive and grow in a wealth management role—or any role—where doing business virtually is essential.

Join us to learn:

• How to set up a plan for success—regardless of the current environment.
• What’s changed, and what’s changing, in the financial services industry as we adapt to the “New Normal.”
• The value of networking and establishing Centers of Influence for success.

Register at: https://register.gotowebinar.com/register/8944778202359583502

Can’t attend? Register now, and you’ll be emailed a recording of the webinar, after the live session ends, to view at your convenience!

About the Speakers:

Michael Silver, Founder and Senior Managing Partner

Michael is a speaker, coach, and consultant who has worked with financial services firms and financial professionals (solo producers and advisor teams) for the past 29 years.

He focuses his coaching and consulting engagements on many areas, including: client acquisition, marketing, practice management, team development, and client service. Michael was a financial advisor with Prudential Securities, Wachovia Securities, and Ryan Beck, where he learned firsthand the power of creative networking, qualified introductions, and relationship management.

Michael received a Bachelor of Science degree in Finance from Ithaca College and has his Certification in Organizational and Executive Coaching from New York University. He is a regular contributor to Barron’s, Advisor Hub, and other industry publications and is a regular presenter at national conferences for Barron’s and IMCA. Along with his family, Michael is passionate about raising money for pediatric cancers and families in need with sick children.

Eric Sheikowitz, Founder and Senior Managing Partner

Eric is a dynamic, in-demand speaker, coach, and consultant with over 30 years’ experience in sales and marketing, and for over 14 years he has been coaching and consulting with some of the top Financial Advisors and Teams in the industry.

He began his career in banking, servicing high-net-worth individuals and clients. Prior to starting Focus Partners, he was a Director and Manager for a Big Four Audit and Advisory firm, focusing on marketing/sales and service. His tactical, laser-focused approach enables him to help advisors and teams in all areas of the practice, including: client acquisition, marketing, practice management, team development, and client service.

Eric holds a Bachelor’s degree from the University of Rhode Island, a Master’s Degree from Long Island University and has received coach training from one of the leaders of the modern coaching movement. He is a regular contributor to Barron’s, Advisor Hub, and other industry publications and is a regular presenter at national conferences for Barron’s and IMCA.