Affiliated with the National Association of Estate Planners & Councils

Creating a Better Client Experience with Stories, Sketches...and Magic!

Speaker: Theron Schaub

Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.

As VP, of Strategic Relations, Theron leads the firms speaking, campaign, and recruiting efforts. Additionally, he maintains relationships with distribution partners such as broker-dealers, custodians, and model exchange platforms. Theron brings a unique twist to the financial sector as a professional magician. Self-taught and performing for over 25 years, Theron holds several first place awards for his craft. Theron also produces one of magic industry’s top educations conference’s for performers looking to take their skills to the next level. He applies the practice and discipline that is required to master a craft such as magic to his work at Loring Ward, helping financial professionals tell a more compelling story and give memorable presentations.

Event Date : 10/07/2020 17:00
Ticket Price : $70.00
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Date, Time & Location

October 7, 2020

5:00 PM - 7:30 PM  Pacific

Crown Plaza Hotel

1221 Chess Drive

Foster City, CA