Significant revenue opportunities are being missed within the financial services industry. A growing knowledge and age gap is leading to a significant disconnect between investors and many financial professionals. Contributing factors include:
Senior financial professionals and teams that respond to bridge these gaps with new producer recruiting strategies will continue to be recognized as industry leaders.
Join us to learn best practices to recruit and hire for growth within a changing investor landscape. With a diverse team, your business will continue to thrive and appeal to new demographic markets — gaining a better market position to acquire next generation assets and high net worth investors.
About our speaker
Patti Hausherr serves as our Vice President, Sales Strategy. Ms. Hausherr’s role is responsible for developing and executing a multicultural business development and marketing strategy. She plays a key role in driving business in underserved markets by partnering with key distribution firms.
Prior to assuming her current role, Patti served as a speaker and consultant for Global Atlantic. She has been in the financial services industry for over 25 years and in a multitude of leadership roles. She managed the Retail Investment Program and Private Bank in the northeast for Fleet Financial Group. This experience led her to create Private Wealth Management at The Hartford which brought planning resources and exclusive services utilizing life insurance strategies to financial professionals serving ultra-high net worth clients. Additionally, Patti was an independent speaker and spent 9 years as a Divisional Manager at MetLife and Protective Life.
Patti holds a life insurance license, FINRA series 7, 26 & 63, is a licensed principal and carries the designation of Behavior Finance Advisor. She received a BS in Marketing, FIT in New York, New York.
Significant revenue opportunities are being missed within the financial services industry. A growing knowledge and age gap is leading to a significant disconnect between investors and many financial professionals. Contributing factors include:
Senior financial professionals and teams that respond to bridge these gaps with new producer recruiting strategies will continue to be recognized as industry leaders.
Join us to learn best practices to recruit and hire for growth within a changing investor landscape. With a diverse team, your business will continue to thrive and appeal to new demographic markets — gaining a better market position to acquire next generation assets and high net worth investors.
About our speaker
Patti Hausherr serves as our Vice President, Sales Strategy. Ms. Hausherr’s role is responsible for developing and executing a multicultural business development and marketing strategy. She plays a key role in driving business in underserved markets by partnering with key distribution firms.
Prior to assuming her current role, Patti served as a speaker and consultant for Global Atlantic. She has been in the financial services industry for over 25 years and in a multitude of leadership roles. She managed the Retail Investment Program and Private Bank in the northeast for Fleet Financial Group. This experience led her to create Private Wealth Management at The Hartford which brought planning resources and exclusive services utilizing life insurance strategies to financial professionals serving ultra-high net worth clients. Additionally, Patti was an independent speaker and spent 9 years as a Divisional Manager at MetLife and Protective Life.
Patti holds a life insurance license, FINRA series 7, 26 & 63, is a licensed principal and carries the designation of Behavior Finance Advisor. She received a BS in Marketing, FIT in New York, New York.