Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 10:45am - 11:45am
FPA® Educational Breakout Sessions | Block 1: Serving the Morphed Culture and the AUM-Light

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For more details, visit the FPA® Full Schedule.

Planners see clients through a lens shaped by their own life experience and training. Often the model is a (white) HNW family that is not representative of most families. Different cultures and value systems impact a client’s financial decisions and for many clients, political and financial systems along with cultural differences have left them AUM-light. In this session, we explain how financial goal prioritization and decision making intersects with one's societal and cultural upbringing. Also, learn how non-traditional business models can profitably serve the AUM-light client and can grow your practice.

Learning Objectives:
  • Understand the importance of cultural sensitivity when considering a prospect's assets under management
  • Identify morphed culture in a global society


James Brewer, MBA, CRPC®, AIF®, CFP®, CDFA®, CFSLA

Envision Wealth Planning Inc., Envision Wealth Planning Inc.

Nandita Das, PhD, CFA, CFP®, EA, RICP®

Associate Professor of Finance, Delaware State University

Wednesday October 16, 2019 10:45am - 11:45am CDT
101 DEFG