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PIMCO Advisor Forum

April 22, 2021 @ 11:30 AM - 1:00 PM

Join PIMCO on Thursday, April 22 at 11:30 am PT for a dual presentation on client discovery and alternative investments.

Effective client discovery discussions help build strong, productive relationships with clients. Spending time to understand the unique preferences of each client is important to establish deeper, more meaningful engagements. This session with John Nersesian, Head of Advisor Education, will help advisors consider the importance of integrating alternatives into client portfolios and how to make alternatives a part of client conversations.

— Explore how discussing alternatives can help deepen client relationships
— Identify best practices to create a richer discovery process
— Learn to apply these skills through case study scenarios

In addition, Bryan Knaus, Vice President, Account Manager – Field Sales, Will Bedor, Account Manager – Alternative Investments / Business Development, and Kevin Winters, Executive Vice President – Product Strategist, will provide an overview of PIMCO’s Alternative Investments (Alts) platform, outlining solutions to help meet the income challenge in 2021 and highlighting the benefits of the interval structure.

To attend the webinar, simply click here.

The webinar ID is 187 876 4336 (This event does not require a password). 

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Details

Date:
April 22, 2021
Time:
11:30 AM - 1:00 PM