Education Associate
West Region
CHASE
SMITH
A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
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60
DISC GOLF
COURSES
Education Station (E5) Team, Conference, and Advisor Client Events
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
Advisors Connecting through
Client Events
Five tips and observations to help advisors navigate the new normal while getting the most out of seeing their clients outside the zoom box.
What Is a TAMP?
The word “TAMP” is thrown around this industry a lot. You may be saying to yourself, “I don’t even know what a f/**ing TAMP is.”
April Fools’ Day
(2022)
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Education Station (E3)
Volatility, Student Loans, and Risk Range
The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with clients.
Education Station (E2)
Why Do Advisors Need an OCIO?
Come aboard as we discuss the value an Outsourced Chief Investment Officer can provide for Advisors and their business.
Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.
Great Lakes >
- playing or watching sports 93%
- craft beer 72%
- iced coffee 85%
CONNECT WITH ME!
DM < EMAIL
@CHASESMITH