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.
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
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.
Start with resources from Investments & Wealth Institute to sum up the value of your certifications.
The Wall Street Journal Exceptional Advisor Ad
Give your clients a peek inside the industry with these reprinted gems from IWI’s bimonthly publication, Investments & Wealth Monitor.
Retirement Security: A Discussion with Alicia H. Munnell
Behavioral Coaching: Helping Investors Run Their Best Race
Behavioral Finance: Finance for Normal People
Who Is a Fiduciary and What Does a Fiduciary Investment Advisor Do?
Investment Strategy: The Enigma of Investing
Legacy Planning: Prepare Your Rising Generation
Give your clients educational insights by viewing videos of IWI certificants and members.
A brief overview of how investors can work with an advisor to begin planning their legacy with Tricia M. Hollander, CIMA®, CPWA®, CFP®.
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.
In support of our mission to increase public awareness and trust in the financial advice profession, IWI provides resources created for clients.
