Q: Why did the Institute launch the Exceptional Advisor™ initiative?
The Investments & Wealth Institute launched the Exceptional Advisor initiative to help Certified Investment Management Analyst®
), Certified Private Wealth Advisor®
), and Retirement Management AdvisorSM
) professionals differentiate themselves from other advisors by showcasing their advanced knowledge, expertise, and certifications to their clients.
Q: Is the Exceptional Advisor initiative based on research?
The Exceptional Advisor initiative is based on "Investments & Wealth Client Research 2017"
and "Canadian Investor Research 2017
," investor research studies conducted by the Investments & Wealth Institute in partnership with AbsoluteEngagement.com. The research focused on insights from 585 high-net-worth (HNW) U.S. investors and 444 HNW Canadian investors.
Q: From the research, what were the attributes clients determined were most important in an advisor?
Clients identified "exceptional advisors" as those advisors who understand what clients need and value, provide meaningful guidance, act ethically, and demonstrate advanced knowledge.
Q: How does the Exceptional Advisor™ Toolkit help me better serve my clients?
A: The Exceptional Advisor tookit provides tools for advisors and their clients. Advisors can use Institute-produced brochures, communication templates, videos, articles, and other items to help educate their clients about their credentials and advanced expertise.
Q: What are the resources available for advisors?
A: Advisors can take advantage of several tools, including the Exceptional Advisor: Communicate Your Value & Build Client Loyalty online course
, research resources
, learning options
, social media guidance
, marks usage
, and more. Brochures explaining the knowledge competencies of CIMA, CPWA, and/or RMA-certificants are also available.
Q: What are the resources available for clients?
was created by the Investment & Wealth Institute to share information about common financial questions with investors. On the site, clients will find an array of videos, articles, quizzes, and other resources contributed by Institute members.
Q: How do I access the Exceptional Advisor Toolkit?
A: Visit https://www.investmentsandwealth.org/Exceptional-Advisor-Toolkit