A round up of articles & events to further your professional development
The Truth About Crypto w/Matt Hougan
Exceptional Advisor Podcast
Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens and the best way for advisors to incorporate cryptocurrency into their client’s portfolios.
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.
In the second webinar of a three-part series, Nationwide experts explore research into helping clients age with dignity.
Financial professionals are uniquely positioned to help with aging. Analyze how you can help your clients plan for longevity risks. Understand how to build a bridge to multigenerational opportunities.
Hear from Doug Ewing, Vice President, Insights & Solutions Field Team.
Register for an Overview of the CPWA® Certification with a Special Guest
Webinar | August 19 @ 12 p.m. ET
Learn how the CPWA® certification can benefit you and your clients in this live 30-minute webinar. Join Institute Enrollment Counselors Gray Bullard, MBA, and Kari Estes for this informative webinar.
Join special guest Alyssa Yocom, CPWA®, CFP®, Wealth Manager, Schultz Financial Group, as she discusses her recent certification and how she uses the curriculum in her daily practice.
Our enrollment counselors can answer any questions on this live call.
Save the Date—Investments & Wealth Forum NYC: Managing Portfolio Risk
November 29–December 1
In-Person or On-Demand
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.
Corporate Good vs. Social Good: Can Investors Have Both? From Knowledge at Wharton, IWI Executive Education Partner
Wharton’s Jules van Binsbergen and Stanford’s Jonathan Berk discuss the strategies available to the social-minded investor, and why they are not clear-cut.
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