Summer Podcasts: Recent Episodes
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These podcasts invite industry experts to discuss relevant topics. Discover interesting opportunities for your clients in these changing times!
Our third episode, Influencing your clients’ motivation, features Kenneth Haman of AllianceBernstein’s Advisor Institute, which is a partner to NEI Investments. As Managing Director of the AB Advisor Institute, Ken Haman develops and delivers consulting and training to financial advisors and key leaders at AB’s partner firms, specifically in the areas of strategic marketing, effective communication with clients and practice-management strategies.
Kate Livingston of Amundi and NEI's Chief Investment Officer, John Bai sat down together to gain a deeper understanding of our thinking preferences, as well as the thinking preferences of others, and how they can have profound implications on personal effectiveness in the areas of client interaction, team dynamics and presentations.
Erin Romanchuk of Energy Future Labs and NEI's VP of ESG Services, David Rutherford,sit down for a fascinating conversation that focuses on the long-term vision of energy in Canada in a post-pandemic world.
This podcast is for advisor use only.