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Building a Viable Wealth Management Business in a Community Bank

Start Date:5/18/2022

Start Time:1:00 PM EDT

Duration:60 minutes

Abstract:

The landscape of wealth management is shifting and opportunities are growing rapidly in this arena for community banks. Your bank needs to stay ahead of the curve. Join this webinar to learn the key success factors in building a viable business in today’s environment, specifically for community banks like yours.

This webinar will be led by ABA advisor, Dave Coffaro. Dave is the Principal of the Strategic Advisory Consulting Group.

Q&A will follow.

**Please participate via Chrome or Firefox**

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Speakers

Dave Coffaro

Principal

Strategic Advisory Consulting Group

Dave Coffaro is a strategic leadership advisor, executive coach and author. As principal of the Strategic Advisory Consulting Group, Dave works with financial services businesses and nonprofits to define, design and deliver their vision through operating models that create results. He is co-founder of Atticus, a fintech company providing individuals and institutions easy to use, do-it-yourself tools for fiduciary-based activities. In addition to his consulting work, Dave has held leadership positions with Wells Fargo and Bank of America. Dave serves on the Campbell University Trust Education Foundation Advisory Board. Dave speaks and writes about wealth management, strategic leadership, leading change and innovation, with articles published in The American Management Association Journal of Management, SmartBrief on Leadership, ABA Banking Journal, Quality Digest, Psychology Today, and Business Transformation SmartBrief. His books, Leading from Zero: Seven Essential Elements to Earning Relevance and Leading from Where you Are: 7 Themes to Make a Meaningful Impact in Your Work are available through Amazon. Dave earned a Master of Business Administration degree in Strategic Management from the Peter F. Drucker Graduate School of Management at the Claremont Graduate University. He taught strategic management and business policy at California State University, Fullerton.

Helen Sullivan

Senior Vice President, Endorsed Solutions

American Bankers Association

 

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