Webinar | August 11 @ 4:30 p.m. ET 1 complimentary CE hour
In your line of work, you no doubt already have a great deal of empathy — after all, you listen to clients’ financial goals and wishes for their families every day. Today, we’ll explore the nuances of empathy and ways to not only be empathetic but to increase your skill at communicating your empathy. We call this “performing empathy,” and it is the key to deepening client trust.
Explore research developed by the Nationwide Retirement Institute that highlights the role of empathy in driving the kind of trust that builds meaningful, sustainable and mutually beneficial client relationships.
Given the level of uncertainty in the marketplace, financial advisors need fresh alternatives and solutions to combat inflation and identify channels that will yield stronger results. With market performance shifts looming, clients will need more guidance from advisors who can speak to these market changes. The Investments & Wealth Forum—New York City, Managing Portfolio Risks, will provide a 360-degree approach to portfolio construction using alternative investments and proven behavioral finance techniques.
The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with Jim Dobbs, CIMA®, CPWA®, CFP®, program director, Yale certification programs, as they show you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing education credit is not available for this overview.
Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management 12 CE HRS + a certificate
Beyond traditional public market investments, private markets can offer additional diversification to help build wealth and create a unique business advantage for advisors. Because private market investments were historically only available to institutional investors, they are often underutilized in portfolios. This course will guide advisors to gain an intimate knowledge of the space to help educate their clients and provide added value. Take the course now.
Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisors based on the results of Logica's research.
From Chicago Booth Review, IWI Executive Education Partner
For investors, an ETF can be a relatively easy, low-cost way to passively track an index of stocks or bonds. However, the simple instrument belies a complex process that makes it work.
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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.
Signature and Elite Members Receive Complimentary Continuing Education
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