© 2020 Arizent. All rights reserved.

How to master a media interview

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

Engaging with media can instantly raise a financial advisor’s profile, but the interviews can also be nerve-wracking and awkward. Boston Private’s new chief investment officer Shannon Saccocia shares her tips for being well prepared and articulate, but not overly scripted or unnatural, when speaking to reporters.

Saccocia also weighs in on how technologies like artificial intelligence and cryptocurrencies are transforming the financial services industry, and how advisors can continue to stay relevant amid the ongoing shift to passive investing