Where do you start with a prospect? How do you ensure you and your clients start off right and stay on the same track?
At this webinar, Dr. Craig Israelsen, a professor who has taught family financial management at universities for over two decades, talks about the tenets of investing that investment advisors should be sharing with their clients and prospects.
This webinar provides an overview of the "why" and "how" of investing based broad diversification and strategic asset allocation. By articulating these basics of portfolio management, advisors create a foundation for long-term client relationships based on realistic expectations that you can meet.
This session provides content advisors can use when asked to give presentations to general audiences, including:
• Basic tenets of investing
• A primer for new investors
• Portfolio performance
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. He's taught thousands of students about family financial management for over two decades. 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. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
This webinar is eligible for IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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very informative
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Excellent! Often, the biggest hurdle to getting and keeping clients is communication. Not the put something in their hand every quarter but the communication in laymens' terms on investing, time frames, amounts, related impacts, etc. to the nonfinancial people. Great service being provided to advisors.
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Very informative. I've been aware of Craig for years.
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great info
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.