Advisors play a critical role in helping clients navigate turbulent markets. Your guidance and advice as an advisor can help clients make sound decisions to meet their long-term goals. However, it is of the utmost importance that clients feel heard and understood before offering advice. This subtle, yet significant tactic is critically important because it greatly impacts a client’s ability to receive logical insight during emotional times.
At Goldman Sachs Asset Management, we want to be part of the solution and help you better guide and advise your clients.
This presentation will offer. a detailed approach to interpersonal communication during turbulent times.
Learning Objectives:
- Provide guidance for self-awareness and self-regulation
- Review strategies that can positively impact your ability to influence and advise clients
- Provide tactics to ensure clients feel heard and understood
- Build a Crisis Response Plan
- Find ways to continuously add value during these challenging times
Vincent Tiseo, CFA
Goldman Sachs & Co.
Global Head of Business Strategy- Goldman Sachs Asset Management
[email protected]
(312) 655-6217
Vince is global head of Business Strategy in the Strategic Advisory Solutions team within Goldman Sachs Asset Management, with responsibility for advising financial professionals and institutions in the growth of their organizations, utilizing business development solutions. Vince joined Goldman Sachs in 2008 as a vice president and was named managing director in 2015.
Prior to joining the firm, he was a master coach at UBS for the company's top financial advisors and senior managers. Earlier in his career, Vince spent 13 years at SEI Investments Company as a private wealth advisor and sales representative.
Vince is a retired US Navy Captain, where he served as commander of NATO, US Fleet, and Military Sealift units. During his 30-year career, he received personal awards from the Chairman of the Joint Chiefs of Staff, Secretary of Defense, and the President of the United States.
Vince received his MBA from Troy State University and his BA in Political Science from the University of Michigan. He also holds the Chartered Financial Analyst (CFA®) designation.
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