The new InvestmentNews.com

We've redesigned our site to make it easier for you to get more of the news and information financial advisers need most

Read more »

Webcast series: Are You An Emotionally Intelligent Adviser?

Wednesday, May 6, 2009

4:00 p.m. – 5:00 p.m. Eastern Time

View the archive

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.

Download the non-IMCA CIMA CE submittal form

Viewers are eligible for CE credit up to 1 year from the live event.

Do you know how to manage the expectations of affluent clients? Take a free EQ assessment and then find out what the results mean from top behavioral finance experts who will lead a discussion on succeeding in today’s volatile environment.

Moderators:

Evan Cooper

Deputy Editor

InvestmentNews

Lisa Shidler

Reporter

InvestmentNews

Panelists:

Doug Lennick

Principal

Lennick-Aberman Group

Shani Robins, Ph.D.

Founder and Director

Wisdom Therapy Institute

Principal

MYT Group, LLC

George H. Walper Jr.

President

Spectrem Group

View the archive

Sponsored by: