Not Just About Your Portfolios: Opportunities and Challenges in Private Markets
Presented by Brett Van Bortel
Senior Director Consulting Development and Delivery, Invesco
Session date and time April 30, 2023 3:00 - 5:30 p.m.
The Wealth Management industry is changing, and your business has become more complex. Clients are expecting more from you, highlighting the need to look beyond the traditional stock and bond portfolio to provide alternative sources of income. This presents challenges beyond just the critical question of how to incorporate alternative investments into their portfolios; you must also think about how alternatives fit into your practice and the words to use when talking to clients.
In this session, we will discuss:
Enhancing your business – How alternatives fit into your practice:A panel discussion with Invesco and Cerulli Associates on how incorporating alternative investments impacts advisors’ ability to manage and grow their practices.
Connecting with clients – Building Opportunities language study:Our research-based language studies that address the best ways to talk to clients about diversifying their portfolios with alternative investments like real estate investment trusts (REITs).
Optimizing your portfolio – Simplifying private markets:Key investment challenges associated with investing in private markets and allocation guidance for incorporating private alternatives into your portfolios.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Brett Van Bortel Senior Director Consulting Development and Delivery, Invesco
Brett Van Bortel 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 on 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. Van Bortel 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 also is a regular contributor to Financial Advisor magazine. Before joining Invesco in 2010 when the firm combined with Van Kampen, Van Bortel 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 and marketing.
