June 16, 2016
While each advisory firm is unique, most face similar operational challenges in providing high-quality service. In fact, these challenges often present themselves as five roadblocks that impede firms from maximizing their productivity and expanding their reach.
In this exclusive webcast, our panel of experts will identify five common operational roadblocks and explain how firms of different sizes and used technology to eliminate the problem and bring efficiency to their business. The experts also will explain how modern, adviser-focused enterprise content management (ECM) tools are helping firms become more productive.
June 07, 2016
When it comes to saving for retirement, your married clients face a lot of unique challenges. As a financial professional, you can help take some of the worry out of planning and alleviate a few hurdles when it comes to helping them select the right retirement strategy.
But how can you provide your clients with two-for-the-price of one guaranteed income that won't disinherit a spouse while offering a potentially better value for them and more clients for you?
Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email firstname.lastname@example.org for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.