Reduce the cost of advising on a core portfolio while capitalizing on consumer demand for personal advice and transparency as well as low expenses.
At this session, Dr. Craig Israelsen discusses the essential attributes of a low-cost portfolio diversified broadly to serve as core holdings for all your clients and how to customize it to each client. The "core and customize” approach is a systematic way of scaling a professional practice.
Investment advice is a commodity and this approach enables a real financial professional to add value to each client by personalizing portfolios and giving ongoing tax and financial planning advice.
Dr. Israelsen, who has taught at the graduate- and undergraduate-level about family financial management for over two decades, shares why low expenses and broadly diversifying is an excellent way to grow a professional practice.
If you like A4A’s continuing education sessions, you may also be interested in a 30-day free trial of a platform for collaborating with portfolio design expert Dr. Craig Israelsen, independent economist Fritz Meyer, and tax planning guru Robert Keebler, CPA/PFS. To start your 30-day free trial, sign up for an account. After verifying your email address, click this link to get instant access.
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 eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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