Michael Futterman

Head of Knowledge Labs® Professional Development

Michael Futterman is Head of Knowledge Labs® Professional Development at Janus Henderson Investors. In this role, he works with the Professional Development Team on research and curriculum development for the professional development programmes. Michael is a frequent speaker and coach to advisor and client audiences. He leverages his experience with Outward Bound, management consulting firms and the financial services industry to bring innovative, engaging, and thought-provoking content to his clients.

Michael earned an MA in organisational psychology from Columbia University. He has over 25 years of experience in practice management, consulting, and training, and 16 years in the financial services industry.

Articles Written

Prospecting in the “New Normal”

Prospecting in the “New Normal”

Five steps to help wealth management businesses shift their approach to attracting new clients and adapt to the changing world.

Using Stress to Fuel Positive Change

Using Stress to Fuel Positive Change

In our latest podcast episode, Dr. Heidi Hanna shares strategies for controlling stress – and taking advantage of it – during this time of uncertainty.

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 advisors 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.

The Art of Storytelling

The Art of Storytelling

Michael Futterman, Head of Knowledge Labs® Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”

Revamping the Client Segmentation Process

Revamping the Client Segmentation Process

Michael Futterman, Head of Knowledge Labs® Professional Development, explains how a refined segmentation strategy can help advisors create a service model that drives client loyalty.

Retire the Referral

Retire the Referral

How do you stack your book with stellar clients? Michael Futterman, Assistant Vice President of Knowledge Labs® Professional Development, explains how to achieve great results by asking your best clients for help.

Retire the Referral

Retire the Referral

How do you stack your book with stellar clients? Michael Futterman, Assistant Vice President of Knowledge Labs® Professional Development, explains how to achieve great results by asking your best clients for help.

Five Steps to Launch Your Succession Plan

Five Steps to Launch Your Succession Plan

Knowledge Labs® recently partnered with the Financial Planning Association on a survey to understand how financial advisors are approaching succession planning, and if they haven’t, to define what is holding them back.