Join the Investments and Wealth Institute as they examine the investor data around which planning and client services and technical capabilities separate good advisors from Exceptional Advisors® through the investor lens—and what you can do to differentiate yourself to create more meaningful client relationships and potentially have better client outcomes.
The Institute will walk through their far-reaching investor research, conducted over the course of several years and during the pandemic. They will share how advisors must respond to the changing needs, priorities and values of their clients. And tackle how these factors shift during periods of extreme uncertainty—and what you can do to prepare and position yourself for success.
The research will showcase how the Exceptional Advisor model® continues to prepare advisors during times of uncertainty and beyond—and allows you to:
- Explore the planning implications for how clients think about their financial future
- Discuss ways you can provide meaningful guidance to high-net-worth clients
- Examine which investment, retirement and wealth planning capabilities are most sought after
- Identify what you can do to gain the knowledge, skills, and advanced capabilities you need to address client needs
- Learn how to assert yourself as a private wealth advisor
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sean R. Walters, CAE®
Chief Executive Officer & Executive Director
Investments & Wealth Institute®