Investment Basics For Advisors To Teach Prospects And Clients

Investment Basics For Advisors To Teach Prospects And Clients
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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IMCA - 1 credit
Live CPA - 1 credit
Program Id: 106953099

 

 

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.


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: August 24, 2016)
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5.0

very informative

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(Updated: August 24, 2016)
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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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(Updated: August 24, 2016)
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5.0

Very informative. I've been aware of Craig for years.

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(Updated: August 24, 2016)
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5.0

great info

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