Delivering From a Distance: Serving Client Needs in a Global Pandemic

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Moderator

 Ana Cláudia Akie Utumi, CFP, Member, FPSB Board of Directors  15:00h UTC Virtual Panel Session

BIO

Ana Cláudia Akie Utumi, CFP, is Founding Partner of Utumi Advogados in Brazil. In addition to heading up her own tax specialty legal practice, Ms. Utumi is Professor of Tax Law at the University FIPECAFI in São Paulo, a visiting professor at the University of Zurich and a member of the practice council of the NYU School of Law International Tax Program. Ms. Utumi was a founding board member of Planejar, FPSB’s affiliate organization in Brazil; served as a member of both the organizing committee for the 71st International Fiscal Association Congress and the IFA Permanent Scientific Committee (2010-2017); and serves as the current chairperson of the Brazilian Branch of the Society of Trust and Estate Practitioners – STEP. She also sits on FPSB's Board of Directors.


  

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pANELIST

 Julie Littlechild, Founder and CEO, Absolute Engagement  15:00h UTC Virtual Panel Session

BIO

Julie Littlechild is Founder and CEO of Absolute Engagement, a firm that helps advisors use ongoing input from clients to uncover unmet service, revenue and referral opportunities.

Ms. Littlechild has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. She is the author of a popular blog, the co-host of the “Becoming Referable” podcast and the author of The Pursuit of Absolute Engagement.

Ms. Littlechild has sat on the national board of the Financial Planning Association, has been twice identified as one of the “25 Most Influential People in Financial Planning” and has won the “Influencer Award” in practice management. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.






Panelist

 Hansi Mehrotra, CFA, Founder, The Money Hans  15:00h UTC Virtual Panel Session

bio

Hansi Mehrotra, CFA, is Founder of The Money Hans, a financial education initiative, and Money Management India, an industry portal. She has more than 20 years of experience in investment research and consulting, her last corporate job being as Head of Wealth Management for Asia-Pacific for Mercer's investment business. Ms. Mehrotra has been named TopVoice and PowerProfile by LinkedIn for her posts and videos. She holds the CFA charter and a private wealth certificate from IPI/Wharton. 







PANELIST

 Christopher Tan, CFP, CEO and Co-Founder, Providend Ltd.; CEO and Executive Director, MoneyOwl Pte Ltd.  15:00h UTC Virtual Panel Session

bio

Christopher Tan, CFP, is CEO and Co-Founder of Providend Ltd., as well as CEO and Executive Director of MoneyOwl Pte Ltd. He has more than two decades of experience in the wealth management and financial planning industries.

Mr. Tan is often quoted in financial magazines and the local press for his expert opinion on financial matters. He contributes regularly to periodicals such as The Business Times, The Edge, The Straits Times and The Sunday Times,  among others. Channel NewsAsia, CCTV, Channel 5 and Channel 8 have also interviewed him on issues relating to personal finance. He also appeared on the financial planning segment of Channel 8’s morning show for eight months.

Since the beginning of his career, Mr. Tan has spoken to hundreds of entities, educating them on personal financial planning issues. He is an internationally sought-after speaker and trainer in countries such as Indonesia, China and Mauritius, where he has previously spoken with policymakers in the Mauritius Financial Services Commission on strategic issues facing the wealth management industry. He has also lectured for the MSc of Marketing program at the University of Warwick, as well as for the MBA program at Fudan University in China. Locally, he has spoken at the CFA Institute Annual Conference, and is a regular speaker for Singapore’s National Financial Education Program, MoneySENSE. He has also lectured on the CERTIFIED FINANCIAL PLANNER certification program, and on financial planning topics with various education institutions. Besides being financially trained, he is also an Associate Certified Coach with the International Coach Federation.

Mr. Tan graduated with honors from the National University of Ireland, where he earned his bachelor's degree in Financial Services. He also holds an MBA degree from the University of Warwick, which has one of the top business schools in the world.