In today's competitive landscape, it's essential for advisors to go beyond technology and offer specialized knowledge that truly sets them apart. One way to do this is by harnessing the full potential of value-add programs; but recent studies have confirmed that some advisors are not leveraging the full opportunities of these programs.
In this webinar, we'll explore how FAs can maximize the advantages of value-add programs, emphasizing the essential factors to be considered when shaping their strategies for 2024:
- Discover successful value-add programs: Gain insights into popular value-add programs in the industry and the underlying factors that contribute to their success. Learn how to develop effective strategies for your own programs.
- Explore industry trends and best practices: Understand how different types of wealth managers utilize value-add programs and gain valuable insights into industry trends. Benchmark your own programs and learn from the best in the field.
- Overcome obstacles: Identify potential challenges that may hinder your ability to fully embrace value-adds and explore practical strategies to overcome these obstacles. Empower yourself with the tools to make the most of your value-add programs
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
David Bodamer - Host
Global Head of Investor Distribution Strategy, Indexes
Kristin Letourneau, PhD
Vice President, Research
VP, Advisor Consultant