The Exceptional Advisor: Market Yourself
Learn how the Exceptional Advisor initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace.
The Exceptional Advisor Model: Research, Resources, and Marketing Support
For seasoned investment and wealth consultants, completing voluntary, advanced certifications is a natural step to personal and professional growth. And once you’ve achieved those certifications, it’s important to communicate your capabilities and value.
The Exceptional Advisor® program provides a data-based model and resources to help you showcase your expertise.
Start with the Exceptional Advisor course to begin telling your story and demonstrating value to your clients.
Research from the Behavioral Investing Institute reveals how investors value the designations of their financial advisors.
Explore the Exceptional Advisor Toolkit
The knowledge and skills you gain during the CIMA®, CPWA®, and RMA® certification process allow you to stand out, provide exceptional service across a wide range of clients, and tackle even the most complex investor challenges.
Research has identified four areas of particular value for investment, wealth management, and retirement planning clients to understand. By leveraging turnkey marketing resources, educational materials, and ongoing learning across these areas, you can better communicate your capabilities to market yourself, grow your business, and increase client satisfaction.
Advance Your Capabilities
Ready to add even more value to the services and capabilities you can offer? Consider the advantages of multiple certifications to enable a truly holistic service offering.