Make Investment Review Meetings More Productive

Make Investment Review Meetings More Productive
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 693713027

BREAKING NEWS: TAX REFORM UPDATE AT 5 P.M. ET BY BOB KEEBLER WILL FOLLOW TODAY'S WEBINAR.

Year-end portfolio reviews with clients can meander and lose direction. Focusing on the four topics outlined in this presentation helps you to always stay on course by teaching clients about good investor behaviors that make a quantifiable difference.


Combining historical data supporting a strategic investment philosophy, you'll give clients a trail to follow and a map showing them the ways of the road.

Craig Israelsen, Ph.D., for over two decades has helped define best practices for fiduciaries in managing low-expense portfolios, documenting his research monthly in Financial Planning.



 
To update your clients based on Craig Israelsen's classes about low-expense investing, This email address is being protected from spambots. You need JavaScript enabled to view it..

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 one hour of CE credit towards the CIMA® and CPWA® certifications, 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 Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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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(Updated: December 13, 2017)
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5.0

Craig is an excellent instructor. Always extremely clear and insightful. The focus on the needs for long-term outlooks, diversification, and rebalancing are extremely important topics for the university students he teaches as well as advisors. He's planting seeds for trees he won't see fully grow and making a difference.

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(Updated: December 13, 2017)
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5.0

Wow, this was so much more than I expected. Really, great webinar.

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(Updated: December 13, 2017)
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5.0
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(Updated: December 13, 2017)
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4.0
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(Updated: December 13, 2017)
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5.0

Great, as always. And a 2 for 1 as well!

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