Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients
Thursday, September 27, 2018
2:15 PM EDT | 11:15 AM PDT
60 minutes
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Speakers
Robert Huebscher
CEO and Founder
Advisor Perspectives
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
Sara Grillo, CFA
Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in Quantitative Finance.
