For Financial Professionals in the US

Michael Futterman

Head of Knowledge Labs®
Professional Development

Michael Futterman is the Head of Knowledge Labs® Professional Development at Janus Henderson Investors. In this role, he researches, develops, and delivers leading-edge coaching programs to financial professionals and their clients. Mr. Futterman believes that constructive challenging of the status quo leads to personal and professional growth. He leverages his experiences as an instructor with Outward Bound, an operations professional with management consulting firms and as an executive coach in financial services, making him a sought-after keynote speaker on topics ranging from personal growth to business strategy.

Mr. Futterman earned his BA from Ithaca College and his MA in organizational psychology from Teachers College at Columbia University. Mr. Futterman is MBTI® and Kolbe certified. He has 23 years of experience in training and coaching and 27 years of practice management and financial industry experience.

Articles Written

Take a Strategic Approach to Client Appreciation This Holiday Season

Take a Strategic Approach to Client Appreciation This Holiday Season

How to use a deliberate and strategic approach to provide WOW experiences.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis. Michael Futterman, Head of Knowledge Labs® Professional Development discusses.

Optimize Your WOW Client Experience this Holiday Season

Optimize Your WOW Client Experience this Holiday Season

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis. Learn strategies to help you WOW your clients throughout the pandemic and beyond.

What Your Clients Need Now

What Your Clients Need Now

In a reopening economy, the ways to WOW your clients are evolving.

Referrals Refined, Part 3: The Ask and Next Steps

Referrals Refined, Part 3: The Ask and Next Steps

How to make “popping the question” less anxiety-inducing through research, preparation and practice.

Referrals Refined, Part 2: Activation

Referrals Refined, Part 2: Activation

How to transform referral sources into advocates through deliberate, personalized client experiences.

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

A process for determining which clients are most likely to be sources of qualified referrals.

Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

Taking Control of your Neurological Responses for Better Business

Taking Control of your Neurological Responses for Better Business

Stress can cripple our ability to think rationally and respond appropriately. A few minutes of focus can train your brain to defang the stress monster.

Habits for Effective Team Meetings

Habits for Effective Team Meetings

Taking a few minutes each day to set direction, celebrate achievements and identify key challenges can help focus and motivate your team.

Learn to See Yourself Clearly through the Johari Window

Learn to See Yourself Clearly through the Johari Window

Michael Futterman, Head of Knowledge Labs® Professional Development, shares how self-awareness can help put financial professionals on the right track to grow their business.

Succession Planning: Tips to Finding the Right Successor

Succession Planning: Tips to Finding the Right Successor

Preparing for a cohesive legacy is not as simple as it may appear. Review key questions you can ask yourself to help plan the future of your business.