Focus on Driving Value for Clients (and Advisors) Half-day Virtual Event May 23, 2019
DENVER (PRWEB) May 14, 2019 -- Investments & Wealth Institute® is offering a half-day virtual event Focus on Driving Value for Clients (and Advisors) Wednesday, May 23, 2019, 11 am-3:30 pm ET. Attracting talent and developing effective teams create a differentiator when delivering an extraordinary experience to clients. While it’s true that these practices drive enterprise value for advisors, they’re crucial for creating value for clients as they pursue their financial goals. The virtual event will feature sessions that are applicable business practices whether you own your own firm or are an employee of a mega firm.
The schedule includes:
- Better Client Outcomes Through Extraordinary Teamwork with Dr. John Evans, Executive Director, Knowledge Labs Professional Development, Janus Henderson Investors
- Mythbusters: Understanding High Net-Worth Individuals with April Rudin, President and Founder, The Rudin Group
- Redefining the Advisor Value Proposition with Marina Shtyrkov and Asher Cheses, Research Analysts, Wealth Management and High-Net-Worth, Cerulli Associates
- Drivers of Enterprise Value with Ray Sclafani, President and Founder, ClientWise
Focus on Driving Value for Clients (and Advisors) will give participants unique access to advisory business experts as they cast a clear picture of the benefits and opportunities advisors can unveil to clients as they re-shape the current advisory landscape.
Focus on Driving Value for Clients (and Advisors) is approved for up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications. Learners must be logged into the webinar delivery platform on May 23, 2019 for the entire session(s) to receive the corresponding continuing education (CE) credit
Registration is now open for Focus on Driving Value for Clients (and Advisors). For detailed event information, visit the Focus on Driving Value for Clients (and Advisors) event web page.
For More Information:
For additional information, contact Devon Coquillard, communications manager, [email protected], 303-850-3202.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners and wealth managers who embrace excellence and ethics. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
Devon Coquillard, Investments & Wealth Institute, http://www.investmentsandwealth.org, 3038503202, [email protected]
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