Exceptional Advisors Provide Meaningful Guidance

High-net-worth clients want a deeper understanding of their advisor’s designations. Leverage these resources to market yourself, encourage their learning, and enrich your ongoing conversations.

Communication Is Imperative for Retaining High-Net-Worth Clients

For many clients, understanding the value you bring to them as your advisor can be  a critical to the relationship. When that communication is  broken, they look for a new advisor. A central part of ongoing client communication is helping investors understand what the designations you hold mean—and how they are beneficial.

In our AbsoluteEngagement.com survey:

  • 73% of engaged clients said their advisor had proactively shared information on designations and credentials

  • 54% of clients say they would like a better understanding of their advisor’s designations

Client Communication Resources

Please review all resources and tools with your compliance department before sharing with clients.

Please note that the items below will open as PDFs, videos, podcasts, or web pages depending on the type of resource provided.

General Information

Start with resources from Investments & Wealth Institute to sum up the value of your certifications.

Videos

Give your clients educational insights by viewing videos of IWI certificants and members.

Build Your Legacy

A brief overview of how investors can work with an advisor to begin planning their legacy with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Do Good With Your Wealth

The basic questions investors must consider when defining what it means to make an impact with their wealth with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Finding an Advisor Who's Right for You

What investors should look for in an advisor with Jeffrey Lieberman, CIMA®, CPWA®, CFP®.

Are You an Investor Considering a Trust?

Christopher Holtby, CIMA®, CPWA®, Co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.

Help Clients Help Themselves

In support of our mission to increase public awareness and trust in the financial advice profession, IWI provides resources created for clients.

Newsletter

Institute provides a digital newsletter, Investments & Wealth Insight, a SmartBrief that summarizes industry highlights and IWI programs. Your clients may subscribe to the newsletter via written request at info@i-w.org.

Consumer Search Resource

InvestmentHelp.org is IWI’s official investor-facing website. This interactive search tool offers directory access for locating CIMA®, CPWA®, RMA®, and CFP® professionals, as well as articles, videos, and other items on common investment and wealth-related topics.