Key Lessons Impacting Client Behavior For The Long Run

Key Lessons Impacting Client Behavior For The Long Run
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 284368451

Lessons you teach clients about how their behavior impacts returns can make a huge difference in their results and how they view the value of investment advice.

Depending on the age of a client, for example, their contribution rate can have more of an impact on a retirement portfolio than their rate of return. In addition, everyone knows chasing performance is unwise, but how do you teach that lesson to clients to influence their behavior?

At this session, Dr. Craig Israelsen teaches key lessons to discourage chasing performance and foster long-term relationships with clients, including:

the dynamic interaction of portfolio returns and an investor's contribution rate
rolling 3-year returns over the past 92 years for core asset classes
rolling 3-year returns over the past 20 years for 12 core asset classes



Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

 
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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

This webinar is eligible for CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


Join Craig Israelsen for the 9th Annual 7Twelve Portfolio Conference Aboard the Norwegian Getaway!


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 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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an excellent reminder of concepts that are intrinsic to my way of practicing

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