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Exceptional Advisor Toolkit

The Exceptional Advisor™ Toolkit can help you distinguish yourself in a global and highly competitive marketplace by helping to showcase your advanced knowledge and certifications with a variety of tools. Designed to generate greater client success, the toolkit provides an array of client and advisor resources.

Learn About the Exceptional Advisor Initiative

Showcase Your Expertise as an Exceptional Advisor 

The Exceptional Advisor™ Toolkit builds on the attributes of an Exceptional Advisor as defined by recent Institute and AbsoluteEngagement.com investor research that shows clients value a strong understanding of what they want and need, meaningful guidance, advanced expertise, and high ethical standards. 
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Setting the stage for creating engaged clients—those who give their advisors high rankings in loyalty, satisfaction, and referability—is our goal. Clients clearly say that expertise and credentials matter, but surprisingly, many advisors don't share these important differentiators with them.

The Exceptional Advisor Toolkit is designed to showcase your expertise and create awareness of your advanced knowledge and certifications, by providing the tools needed to tell your story and help you demonstrate what clients want. See the Exceptional Advisor Toolkit FAQs to learn more. And, register today for for the Exceptional Advisor: Communicate Your Value & Build Client Engagement course designed to help you  differentiate your practice from other professionals in a global and highly competitive marketplace. 

Register 
 

Order CIMA Client Brochures
Order CPWA Client Brochures
FAQs About the Toolkit
Register for Exceptional Advisor Online Course
Social media questions?
Download Marks Usage Guide