Plus: Demonstrating Hedge Fund Utility | September 26, 2022
Not rendering correctly? View this email as a web page here.
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.
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!
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.
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.
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.
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.
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.
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.
Investments & Wealth Institute® is a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.
Investments & Wealth Institute needs the contact information you provide to us to contact you about our products and services. You may manage preferences from these communications at any time. For information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Investments & Wealth Institute 5619 DTC Parkway Suite 600 Greenwood Village CO 80111 https://investmentsandwealth.org/home