Join us on Tuesday, December 16, at 11 a.m. ET, as industry-leading advisor coach Libby Greiwe reveals how to use strategic planning themes to simplify your prep work and deepen client engagement. You’ll learn how to create a repeatable system that helps clients feel educated, cared for, and ahead of the curve.
Theme-Based Financial Planning — How to Strategically & Systematically Add Value for Your Clients
Date: December 16th, 2025
Time: 11:00 am EST
Date:
December 16th, 2025
Time:
11:00 am EST
Location:
Webinar
Event Type:
LIVE FROM PHILLY
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, October 2025
November 11, 2025
The S&P 500 Index earnings picture remains strong, driven by Technology, Industrials, Utilities, and Financials. The earnings momentum and heavy capital expenditures made by companies have mostly been linked to the AI buildout.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, October 2025
November 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, September 2025
October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.