LEARN, COMMIT, SUSTAIN: Client Education And Retention

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.