The Golden Hour – Invesco – 8.3.22

Overview:
Title: The Golden Hour
Date: Wednesday, August 3, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Clients mentally leave their financial professionals months before their money does. Learn how those financial professionals might win them back while they still have time.

Speaker:
Brett Van Bortel Brett Van Bortel Senior Director Consulting Development & Delivery Invesco

Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness and productivity of financial professionals. As a speaker and consultant, his focus is helping financial professionals in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of financial practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial firms and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial professionals in addition to individually coaching top-producing teams.

Brett is a coauthor of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients, The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy and Selecting a Coach: 7 Guidelines for Financial Advisors. He is also a regular contributor to Financial Advisor magazine. Prior to joining Invesco in 2010 when the firm combined with Van Kampen, Brett worked for Van Kampen Investments for 13 years as a member of Van Kampen Consulting, the predecessor to Invesco Global Consulting, as well as in advertising & marketing.

Brett is married with three wonderful children. He enjoys coaching and competing in league sports, as well as skiing, hiking and biking.
Not a Deposit – Not FDIC Insured – Not Guaranteed by the Bank – May Lose Value -Not Insured by any Federal Government Agency
The opinions expressed in this e-mail are those of the author, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. Factor investing is an investment strategy in which securities are chosen based on certain characteristics and attributes.
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