LEARN, COMMIT, SUSTAIN: Client Education And Retention

LEARN, COMMIT, SUSTAIN: Client Education And Retention
Craig Israelsen
08/21/15 4 PM EST
Live CPA IWI
Program Id: 147665219
4.8
Average Attendee Rating
Poor Average Excellent


Advise clients using a “LEARN, COMMIT, SUSTAIN” approach.

At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various portfolio models over the past 45 years.

Foundational ideas in managing assets prudently will be discussed that help advisors build a sustainable professional practice.

He’ll give ideas and examples of ways to help clients stay committed to behavior more likely to produce a good result. You’ll learn about:

Tools to help you implement a sustainable investment advice practice

Ways to help your clients understand how diversified portfolios performed over the past 45 years

How to help your clients commit to the long-run nature of investing

Resources to help clients endure ups and downs by setting expectations up front


Guest speaker Craig L. Israelsen, Ph.D. has provided a scholar’s research to practitioners monthly in Financial Planning Magazine for over a decade, earning renown among independent financial professionals. He is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. He's taught thousands of students about family financial management for over two decades. He is a founder of the 7Twelve Portfolio, and author of "7Twelve: A Diversified Investment Portfolio with a Plan."
Purchase this presentation for $75 now. He has partnered with A4A since 2009, and is an Advisor Products content partner.

 

7Twelve Conference - November 2015


This webinar is eligible for IMCA® 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.

User reviews

39 reviews

 
(33)
 
(4)
 
(2)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.8  (39)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
 
5.0

Good info

Good info on investing.

Was this review helpful to you? 
(Updated: August 20, 2015)
Rating 
 
 
3.0
Was this review helpful to you? 
(Updated: August 20, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
(Updated: August 20, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
(Updated: August 20, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
View all user reviews