A round up of articles & events to further your professional development
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.
Part Two: International Dividend Stocks—The Overlooked Corner of the Market
Webinar
October 27 @ 4:30 ET
1 complimentary CE hour
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.
Are your clients unsure when to claim Social Security? Whether claiming at full retirement age or at a different age, this can have ramifications you should be aware of. The newly launched Social Security microcourse gives you a quick, one-hour primer on Social Security with actionable takeaways and a job aid you can use with clients.
Managing portfolio risk has never been more important with the current economic climate, high inflation and growing interest rates.
Risk management is critical in retirement planning as well. Join more than 30 elite speakers, 500 advisors, 4 core topics and a cryptocurrency pre-conference to learn the latest techniques.
Whether you attend in-person or on-demand, you will get the most updated information, premier CE and more.
The Four Pillars of The New Retirement: What A Difference A Year Makes From the Investments & Wealth Monitor
Views around the four pillars of well-being in retirement—health, family, purpose and finances—are changing due to lessons learned during the pandemic.
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