Low-Expense Portfolio Design For RIAs

Low-Expense Portfolio Design For RIAs
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id:218492427
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4.6 (39)

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.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


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4.6
 
 

0 of 0 people found the following review helpful
Good stuff! Craig is a good presenter, with consistently useful material.
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Steven King Reviewed by Steven King
January 25, 2017
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Last updated: January 25, 2017
 

0 of 0 people found the following review helpful
very good
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miked617 Reviewed by miked617
January 25, 2017
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FFS Reviewed by FFS
January 25, 2017
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0 of 0 people found the following review helpful
great
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susanh818 Reviewed by susanh818
January 25, 2017
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0 of 0 people found the following review helpful
Very informational.
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Chastaylor Reviewed by Chastaylor
January 25, 2017
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