A round up of articles & events to further your professional development
Principles, Myths and Methods for the Hourly Financial Advisor w/Mark Berg, CFP® Exceptional Advisor Podcast
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position and deliver hourly advice.
Dividend Investing Strategies for Today’s U.S. and International Markets: A Two-Part Webinar Series
September 29 @ 4:30 p.m. ET
Dividend Equity Strategies—Why Quality Matters in Uncertain Markets
Join two members of the GQG Partners investment management team for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.
October 27 @ 4:30 ET International Dividend Stocks—The Overlooked Corner of the Market
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.
A recent survey from RetireOne and Midland National Life shows that with uncertain markets, high inflation and rising interest rates, retirement clients are more worried about outliving their retirement savings than ever. As their trusted advisor, are you confident you have the processes and procedures in place to ensure their retirement readiness?
The Retirement Management Advisor® (RMA®) certification sets you and your clients up for success by:
Giving you the process and procedures to determine your clients' retirement readiness: Are they overfunded, underfunded or constrained? How will inflation, interest rates and unstable markets affect that readiness?
Uncovering the tools to adjust risk management strategies based on ongoing planning, unplanned events and changes in preferences
Ability to select investment vehicles (traditional and nontraditional), such as annuities, and perform due diligence
Business leaders often state that a company’s employees are its most important asset. However, accounting practices treat human capital as an expense or, in many cases, as a future liability.
Groundbreaking research from Irrational Capital shows that organizations that manage human capital by focusing on intrinsic motivating factors—such as pride, purpose, relatedness, excellence, etc.—can create additional value for shareholders.
In this webinar, join Adela Ghinet, managing director, Investment Research Team of Harbor Capital, and renowned behavioral economist Dan Ariely, co-founder and partner of Irrational Capital, as they discuss:
Incorporating behavioral science into equity research
The link between human capital and equity value
Key drivers of corporate culture
Translating behavioral data into actionable investment insights
Learn how to communicate effectively with clients to showcase your ability to add value regardless of current market conditions.
At the Investments & Wealth Forum—New York City, Managing Portfolio Risks, learn how to deliver information in a clear and accurate way that connects with the client at their core.
Attending sessions from David Gordon, Samantha Trebesch, Adam Holtand more, you'll gain dynamic communication techniques around extrapolating and articulating client concerns while building credibility. Learn how to infuse behavioral finance in the information gathering process and create effective prospecting opportunities.
Private Markets: Asset Allocation and Portfolio Construction From the Investments & Wealth Monitor
Product innovation has made private-market investments more readily available to a larger group of investors at lower minimums and with more-flexible liquidity features.
The Art and Science of Asking Questions w/Warren Berger
Exceptional Advisor Podcast
Warren Berger, the author of A More Beautiful Question, discusses the art and science of asking “beautiful” questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions.
Foundation Scholarships Still Available! Apply for an Investments & Wealth Foundation Scholarship Today
The Investments & Wealth Foundation has awarded more than 120 scholarships so far this year to individuals pursuing CIMA®, CPWA® and/or RMA® certification. Are you looking for support pursuing advanced certification? Apply for a scholarship and start your certification journey today.
Do You Want Your Publications in Print? Signature and Elite Institute members receive print and digital access to our award-winning publications
If you are missing out on the print versions of your favorite Institute publications, click here to upgrade your membership and take advantage of this and many other great benefits.
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.
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, 303-770-3377