Advisor Education Programs
Contact your wholesaler to schedule an education session.
Helps Financial Advisors reframe their value. A revolution is underway that sets the stage for advisors to demonstrate and confidently price their value. Strategies are revealed that help elevate client relationships while developing processes designed to enhance the advisor’s value in this changing marketplace.
We challenge advisors to think differently about their client engagement strategies by looking at regulatory challenges, competitive pressures and seismic demographic shifts.
The program demonstrates the importance of an Advisor Credibility Statement, Standard Operating Procedures and a Client Engagement Strategy to strengthen existing relationships and build bridges to new opportunities.
Uncovers critical differences in investor psychology to unlock effective ways of working with clients near retirement.
Managing client behavior is difficult in any market, but recent conditions have compounded the challenge of keeping investors on track with their long-term objectives.
The program focuses on trust and loyalty, and how both play a vital role in forging lasting relationships with both retirement plan sponsors and participants.
Continuing education credits: Accepted by the CFP Board for 1 hour of credit toward CFP certification and accepted by the IMCA for 1 hour of credit toward CIMA®, CIMC® and CPWA® certification
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.