Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
Financial Advisor Webinar Series
Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
06/29/17  4:00 PM EST - 5:00 PM EST
CE Credit:
Program Id:807468611
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Costs can have a staggering impact on retirement portfolios and the quality of life of clients. Since so many A4A users manage assets using a low-cost core and add value with planning or some other special sauce, your overall value to consumers is high. At this session, you'll learn how to capitalize on your devotion to low-expense investments in explaining your competitive advantage to consumers.

Prof. Craig Israelsen, a portfolio design expert, examines the impact of fund expenses and advisory fees on retiree income. Several portfolio cost scenarios, ranging from 50 bps to 300 bps, will be evaluated. You'll see the dynamics of a retirement portfolio over various time periods.

To collaborate deeply with Craig, subscribe to a free trial of our client education platform.

Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.

This webinar is pending eligibility for IMCA® CE, CFP® CE and PACE credit toward CLU® and ChFC® designations and it is eligible for live CPA CPE credit.


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