InvestmentNews Webcasts

Have a client in “The Red Zone”? Understand client profitability

Have a client in “The Red Zone”? Understand client profitability

Tuesday, October 22, 2019 | 4-5 PM ET

Some of the most successful advisory firms in the business are the ones that measure and manage the profitability of each client relationship. This live webcast will specifically provide tactics and strategies for evaluating the productivity and profitability of your client base, and ultimately determine if a client is in “The Red Zone” and preventing your firm from growing.

Sponsored by

Available Now
Trends in adviser compensation & staffing: New findings from IN Research

Trends in adviser compensation & staffing: New findings from IN Research

Monday, October 14, 2019 | 4-5 PM ET

InvestmentNews’ Research team, along with a panel of experts, will highlight how adviser compensation levels are changing – and reveal the drivers of recent and future changes in industry pay practices.

Sponsored by

Available Now
How small caps could be the big difference

How small caps could be the big difference

Thursday, October 10, 2019 | 4-5 PM ET

With market conditions remaining tumultuous, savvy advisors are searching for opportunities that can make a real difference in client portfolios. Now more than ever, advisors need a well-balanced portfolio and growth from every corner.

Sponsored by

Available Now
RPA Roadmap: Navigating the future of retirement plan advice

RPA Roadmap: Navigating the future of retirement plan advice

Tuesday, October 01, 2019 | 4-5 PM ET

The retirement plan market is a growing opportunity for financial advisers, but the needs and demands of plan sponsors are changing and the expectations of participants are on the rise. This webcast explores top-of-mind issues confronting this unique client segment, including strategies advisers can employ to attract and retain this business.

Sponsored by

Available Now
Strengthening client-advisor bonds

Strengthening client-advisor bonds

Tuesday, September 24, 2019 | 4-5 PM ET

It's no coincidence that the most successful financial advisors have deep and long-standing relationships with their clients. Clients who consider their advisor a trusted individual and not just someone they hired for financial guidance are most likely to not only continue to use that professional but also refer her to personal friends and family.

Sponsored by

Available Now
It’s not you, it’s me: When is it time to break up with a client?

It’s not you, it’s me: When is it time to break up with a client?

Tuesday, August 20, 2019 | 4-5 PM ET

Top performing advisory firms track the profitability of their client relationships. But what & how are they tracking, and when is it time to say goodbye if a client relationship is a drag on your business?

Sponsored by

Available Now
Behavior University: Behavior 202
CE Credit Approved

Behavior University: Behavior 202

Tuesday, August 13, 2019 | 4-5 PM ET

In this series of classes, powered by Brinker Capital, advisers will learn the ins and outs of behavioral finance and discover.

Sponsored by

Accepted by Investments & Wealth Institute® for 1 credit towards the CIMA® and CPWA® certifications.

Available Now
Behavior University: Behavior 101
CE Credit Approved

Behavior University: Behavior 101

Tuesday, August 06, 2019 | 4-5 PM ET

Markets are unpredictable, but how you choose to behave isn’t. Welcome to Behavior University where Dr. Daniel Crosby takes you back to the classroom to help learn how to school your clients so they can be on their best behavior.

Sponsored by

Accepted by Investments & Wealth Institute® for 1 credit towards the CIMA® and CPWA® certifications.

Available Now

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.