Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm

Description: In this episode, Johnson Investment Counsel’s
managing director Chad Maggard joins Adam in a conversation about
getting started in wealth management, a snapshot of the industry
today and strategies for navigating tough client conversations.
Chad shares his perspective on building trust, addressing client
concerns and delivering value — even when the markets get messy.








About Chad Maggard, Managing Director of Johnson Investment
Counsel:





Chad joined Johnson Investment Counsel in 2009 and is a Managing
Director within Johnson Family Office Services. He is a
shareholder of the firm and holds the Chartered Financial Analyst
(CFA) designation. Prior to coming to the firm, he was a
Financial Consultant for AXA Advisors, LLC.











Disclaimer: Johnson Investment Counsel cannot promise future
results. Any expectations presented here should not be taken as
any guarantee or other assurance as to future results. Our
opinions are a reflection of our best judgment at the time this
material was created, and we disclaim any obligation to update or
alter forward-looking statements as a result of new information,
future events or otherwise.