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Ask: How to Relate to Anyone w/Dan Solin

Exceptional Advisor Podcast

Daniel R. Solin, the New York Times bestselling author of The Smartest Sales Book You’ll Ever Read, joins the Exceptional Advisor Podcast for insight on how advisors can talk to both prospects and clients.

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Editors' Picks
 
 

Selections from IWI publications, podcasts, partners and more.
Any article containing a 🔒 is exclusive to members through The HIVE, the Institute's community for curated content and discussion. Explore The HIVE today!

 
 
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🔒 Demonstrating Hedge Fund Utility: Maintaining Mathematical Civility
From the Investments & Wealth Monitor

How Rich Are the Superrich, Exactly?
From Chicago Booth Review, IWI Executive Education Partner

Wealth in the Time of COVID: Context and Conversations for Successful Transitions
From the Investments & Wealth Monitor

 
 
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🔒 Igniting Distribution: Alternative Investment Managers Must Match Attractive Strategies with Liquidity and Performance
From the Investments & Wealth Monitor

Stablecoins Survived ‘Crypto Winter,’ But That Doesn’t Make Them Safe
From Yale Insights (Yale School of Management), IWI Executive Education Partner

Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life w/Larry Kotlikoff
Exceptional Advisor Podcast

 
 
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🔒 Rethinking Everything: Building Your Client’s ‘Portfolio for the Future™'
From the Investments & Wealth Monitor

Strategies for Uncovering Hidden Value in Retirement Income Planning
From Nationwide

Moshe A. Milevsky, PhD: Planning for Retirement Income
From the Retirement Management Journal

 
 
 
 
 
 
Explore the IWI Membership Guidebook

Whether you're a new or longtime member, the IWI Membership Guidebook can help you do more with your benefits. Explore the guidebook to discover all your membership level benefits, how to access them, who to contact for assistance and a quick to-do list to ensure you’re getting the most value out of your membership.

VIEW THE GUIDEBOOK
 
 
UPCOMING EVENTS + DEADLINES
 
 
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September 29 & October 27 @ 4:30 p.m. ET

Two-Part Webinar Series: Dividend Equity Strategies for Today’s U.S. and International Markets
Sponsored by GQG Partners
1 CE hour each

Join this two-part series for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.

REGISTER NOW
 
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October 4 @ 4:30 p.m. ET

Webinar: Investing in Human Capital
Sponsored by Harbor Capital Advisors, Inc.
1 CE hour

Join renowned behavioral economist Dan Ariely, co-founder and partner of Irrational Capital, and James Wilson, strategy director, Investment Specialist Team, Harbor Capital for a discussion on investing in human capital.

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October 3 & November 29-December 1

Attend Our Remaining 2022 Conferences

October 3
Investments & Wealth Forum—Toronto 2022, Facilitating Sustainable Behavioural Change

November 29–December 1
Investments & Wealth Forum—New York City 2022, Managing Portfolio Risks

LEARN MORE
 
 
Platinum Partner Spotlight
 
 
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Dividend Investing in Uncertain Markets: A Quality-First Approach
From Our Platinum Partner GQG Partners, LLC

Amidst this year’s global market volatility and uncertainty, high-dividend-paying stocks have been outperforming broader equity market indices due in part to the contribution to total return that dividends provide. Dividend-paying stocks are no longer just the sought-after stocks of retirees seeking an income stream.

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PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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Certification Deadlines

There's still time in 2022 to get started on an Institute certification and be on your way to a designation before the end of the year.

  • Earn your CIMA® certification with Yale on your own schedule anytime
  • Earn your CPWA® certification with Chicago Booth by applying before December 11
  • Earn your RMA® certification with the Institute in about 4 months starting at anytime
LEARN MORE
 
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Gain Foundational Investment Management Knowledge

Created by expert practitioners, the Investment Management Essentials 15.5-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects and clients in the investment workplace.

LEARN MORE
 
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Looking for Tuition Assistance?

Apply for an Investments & Wealth Foundation scholarship today. Foundation scholarships enable women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession. Scholarships can be used for exam and enrollment fees and/or a portion of tuition and certification fees.

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INTRO TO CERTIFICATION WEBINARS
 
 
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September 27 @ 10 a.m. ET

An Overview of the CIMA® Certification with guest speaker Kathleen Fitzgerald, professor, Chicago Booth

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September 27 @ 12 p.m. ET

An Overview of the CPWA® Certification

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September 27 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Mike Kurz, CIMA®, CPWA®, CFP®, Institute program director

REGISTER NOW
 
 
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