Leading from Your Laptop
What makes a virtual meeting memorable and distinguishes it from the deluge of other calendar invites? This presentation will explore adapting to the new normal of client communication, representing yourself and your brand effectively through virtual channels and establishing clear goals and markers of success.
This meeting has been approved for 1 ASPPA credit.
About our speakers:
Moderator: Matt Leeper, American Funds
Speaker: Jonathan Young, American Funds
Jonathan Young is a senior national accounts manager at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 27 years. Prior to joining Capital, Jonathan was an investment representative with PaineWebber. He holds a bachelor’s degree in speech communication from Old Dominion University. He also holds the Accredited Investment Fiduciary® and Professional Plan Consultant® designations. Jonathan is based in Chesapeake, Va.