Columbia Wealth Management

Today is #ColumbiaGivingDay! Support the SPS M.P.S. in WM program's Advancing Diversity Fellowship initiative! The future of #wealthmanagement starts at Columbia. Join the entire Columbia community for a day of changing lives that change the world. 💙bit.ly/SPSTwitter2022

The future of #wealthmanagement starts at Columbia. Support the SPS M.P.S. in WM program's Advancing Diversity Fellowship initiative on #ColumbiaGivingDay. On Oct 26, join the entire Columbia community for a day of changing lives that change the world.💙 sps.givenow.columbia.edu

Does your website pass the "5 second test"? Watch @SamanthaTwenty, a marketing consultant for wealth advisors, discuss website design practices proven to work to attract and convert leads for financial advisors with Wealth Management Lecturer @AaronAlley: bit.ly/3GqdXjA

"Our future clients are changing. They are looking for a higher value proposition in financial advice, which is less about investing and more about meeting aspirations," writes Lecturer Matthias Kuhlmey. Read more: bit.ly/3pJqWYg @MoneyClipBlog

What makes a successful financial advisor in the industry's current climate? Author and financial planner @MichaelKitces offered his insights to the incoming cohort of Columbia’s Master’s in Wealth Management program: bit.ly/3kW5SLx

Matthias Kuhlmey, Lecturer in @CU_SPS_WMGT, shared his thoughts with @FinAd_IQ on retraining employees and finding new talent in the financial advising industry. #ColumbiaSPSFaculty bit.ly/3AIsV1X

RSVP for "Virtual Fireside Chat: 3 CEOs, 3 Bird’s-Eye Views on #Wealth Management," with @HaigAriyanAB, Melinda Davis, Jeff Whitaker (@ChevyChaseTrust), & @PhilippHecker on 9/21: bit.ly/38ayNEb @CU_SPS_WMGT

Lecturer Dr. @MeghaanL's new post on how clients need continued support to maintain new habits:

Columbia University’s @CU_SPS_WMGT program is taught by elite faculty with deep, applied experience in their respective fields. Four faculty members describe the courses they teach in their own words. Read here: bit.ly/2OQIamE #ColumbiaSPSFaculty #WealthManagement

On March 25th, lecturers from the @CU_SPS_WMGT and Insurance Management Master of Professional Studies programs discussed #Digitization and the Relationship Imperative as part of the "Frame Your Future" event series. RECAP: bit.ly/3eFbTYE #ColumbiaSPSFaculty

Matthias Paul Kuhlmey, Lecturer in Columbia's Wealth Management program and Chief Development Officer at Hightower Advisors, offers thoughts on the potential of digital assets to lead to the democratization of finance: bit.ly/3cv4fz5 #finserv #bitcoin #blockchain

Join Program Director Tracy Schwartz on 2/25 to learn about Columbia University’s Master’s in Wealth Management, the only Ivy League graduate degree of its kind: bit.ly/2M363Ge #WealthManagement #finserv #planning #familyoffice

RSVP for a Virtual Fireside Chat with @BCG‘s Anna Zakrzewski: #Wealth Management Today and Tomorrow—Global Trends and Opportunities on 2/17 at 1pm EST: bit.ly/3cOJEHo

Helping Resistant Clients Follow Through On Recommendations Using Reflection - bit.ly/3cYEMQ9

What are important factors top leaders should consider when choosing and developing employees to achieve a strong succession plan? Matthias Kuhlmey, Lecturer in @CU_SPS_WMGT, shares his views on financial advisors leaving the business. bit.ly/3clqkRR #ColumbiaSPSFaculty

When More Advisor Empathy Isn’t Better And The Compassion-Based Alternative: bit.ly/3qf958H

Monday, 12/14 at 4pm ET, join faculty member Gail Cohen for a webinar hosted by @FiduciaryTrust, "America on the Move –The Financial Implications of Changing Domiciles." RSVP: bit.ly/2KlQDM8 #estateplanning

How Overconfidence Can Aid Entrepreneurs And The Challenges Of Advising Those Who Can’t See The Risks They’re Taking bit.ly/33XXIcr

Learn more about Columbia's #Wealth Management program on 12/4. RSVP: bit.ly/3ohkbsH The info session will: ✅Preview the curriculum. ✅Give a sneak peek of the Columbia advantage. ✅Discuss how the program prepares you to become a Certified Financial Planner™. #CFP

"Research on change itself is quick to point out that there are actually six stages to making change… and only three of them involve actually taking action." Read the newest Kitces article from faculty member @MeghaanL: #ColumbiaSPSFaculty #financialadvisors