Marietta, Georgia — Narwhal Capital Management Vice President Andrew Hall was confirmed this week as a speaker at Charles Schwab’s annual IMPACT Conference. The event, held in Chicago this November, is one of the largest gatherings of independent investment advisors and industry affiliates.

Hall will be presenting an education session entitled, “Reaching Millennial Clients with Millennial Employees.” Per the conference’s website, the following description of the topic is provided:

Among the greatest challenges firms face is how to attract a younger generation of employees and clients. Thankfully, figuring out the first solves the second. Hiring and retaining millennial investment advisors, back-office staff, and client support associates may stretch your comfort zone and involve some risk, but will drive your ability to attract a new generation of clients. Learn how to:

  • Identify your firm’s strengths and weaknesses as they relate to millennial employees
  • Adapt your firm to suit young talent
  • Assemble a plan for introducing millennial employees to your second- and third-generation clients
  • Build a network of millennial clients across economic profiles

On Narwhal’s blog, Hall observed:

This is both a tremendous honor that we’ve worked really hard for and something that we still half-way expect to be a mistake. Although I’m speaking in a smaller, break-out session capacity, it seems downright silly to be in the speaking lineup with the likes of power players like David Cameron (former British Prime Minister), Theo Epstein (baseball guru) and best-selling author Michael Lewis (Moneyball, The Big Short). On the investing side, a slew of high-ranking Schwab officials are speaking along with big industry names like Mario Gabelli and loudmouths like Jeffrey Gundlach.

Tusk Media, a Narwhal subsidiary, will provide in-depth coverage of the conference which takes place November 14-17.

 

About Schwab IMPACT

IMPACT is an annual conference for independent registered investment advisors. It is considered the premier benchmark event for the RIA industry, with world-class key-note speakers, education sessions, networking opportunities, and industry exhibits. The conference is attended by 1,600-1,900 registered investment advisors, 75-100 independent retirement plan providers, 325 exhibiting companies, 300 Schwab employees and journalists from leading financial publications.

 

About Narwhal Capital Management

Founded in 2005 and with a manager track record dating back to 1994, Narwhal Capital Management (www.narwhalcapital.com) is based in suburban Atlanta and offers investment management, accounting and other financial services to individuals, families, private corporations and charitable organizations.

 

Contact

Andrew D. Hall
Narwhal Capital Management
770-344-0172
ahall@narwhalcapital.com
www.narwhalcapital.com

 


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