Exceptional Advisor® Webinar Series

Brought to you by the Investments & Wealth Monitor®

Let us support you on your journey to becoming truly exceptional.

Join us for a rewarding discussion and gain insights into becoming an Exceptional Advisor®.

 


Exceptional Advisor Webinar Overview 
Our Exceptional Advisor® Webinar Series is designed to drive discussion and dialogue surrounding current events, providing you with insider perspective and actionable strategies you can put into practice. Through this series, we invite those unfamiliar and new to Investments & Wealth Institute® to experience the unique value and premier quality of our education and we look forward to introducing you to the experts in our professional community.
 
Join our host, Tony Davidow, CIMA®, and Chair of the Investments & Wealth Monitor® Editorial Committee, for timely and relevant insights impacting the industry – both from academic and practitioner perspectives. Then, attend one of our information sessions to discover how the CPWA®, CIMA® and RMA® certification programs can help prepare you for tackling today’s challenges and beyond.
 

Format

Delivered 6x per year, these 30-minute webinars are conveniently brought to you virtually, so you can enjoy from your home or office.

 

Upcoming Events

Mark your calendars so you don’t miss out.

 

 


How to Assess Retirement Readiness for Your Clients


Description Coming Soon!

Cost: Complimentary with the option to donate

November 18, 2021 | 4:30 pm - 5:15 pm EST

Register Now

 

Speaker:


Neil Bathon - speaker



Dana Anspach, CFP®, RMA®

Founder and Chief Executive Officer
Sensible Money, LLC
 

 

Dana founded her fee-only registered investment advisory firm with the goal of providing the type of planning needed to align her clients’ finances for their transition out of the workforce. She is the author of Control Your Retirement Destiny and Social Security Sense. She earned a BS from the University of Florida.


 

 


Recent Events

Moyo Dambisa

Globalization in a Post-Pandemic World: Risks and Opportunities

January 21, 2021 | 4:30 - 5:30 p.m. ET
Speaker: Dambisa Moyo, PhD,  Global Economist and New York Times Best-Selling Author

In this exclusive webinar, Tony Davidow, CIMA®, interviews Dambisa Moyo, PhD, global economist and author. Even before the global pandemic hit in earnest in early 2020, there was notable evidence that globalization—the tenet that had buttressed 30 years of global economic progress—was unwinding, and that rising protectionism would drive global growth lower. This webinar will explore the following: the five pillars of globalization, why they are declining, how things have changed in a post-pandemic world, the investment implications of these changes, and untapped opportunities (e.g., markets, regions, sectors).


     April Rudin headshot
Engaging Clients in the ‘New Normal’: The Future of Advice in a Post-Pandemic World

March 18, 2021 | 4:30 - 5:15 p.m. ET  
Speaker: April J. Rudin, Founder and CEO,  The Rudin Group

In this exclusive webinar, Tony Davidow, CIMA®, interviews April Rudin, founder and chief executive officer of The Rudin Group. They will explore the impact of the global pandemic on clients and discuss how advisors need to respond to this “new normal.” Wealth advisors and their clients have had to deal with unprecedented events over the past year, including a global pandemic, social unrest, and political turmoil. 



Neil Bathon - speakerThe Future of Wealth Management

May 20, 2021 | 4:30 - 5:15 p.m. ET  
Speaker: T. Neil Bathon, Managing Partner, FUSE Research Network LLC

In this exclusive webinar, Tony Davidow, CIMA®, interviews T. Neil Bathon, managing partner of the FUSE Research Network. Explore the future of wealth management, and the implications for wealth advisors. Examine short- and long-term trends that will shape the future of the wealth management and asset management businesses.



Neil Bathon - speakerDemystifying Cryptocurrency

July 15, 2021 | 4:30 - 5:15 p.m. ET  
Speaker: Keith Black, Ph.D., CFA®, CAIA®, FDP, Managing Director, Content Strategy, CAIA Association  

In this exclusive webinar, Tony Davidow, CIMA®, interviews Keith Black, managing director of content strategy for the CAIA Association. With the growing interest and access to cryptocurrencies, this session will seek to demystify this elusive investment by tackling the important questions of wealth advisors and their clients. Discuss the various types of cryptocurrencies, from bitcoin to ethereum, and discuss their astronomical growth over the past several years. 



Neil Bathon - speaker“Money Jobs”: Is your money working for you?

September 16, 2021 | 4:30 pm - 5:15 pm EST  
Speaker: Michael Liersch, Ph.D.®, Head of Advice and Planning, Wealth and Investment Management, Wells Fargo & Company  

In this exclusive webinar, Tony Davidow, CIMA®, interviews Michael Liersch, head of Advice and Planning for Wealth and Investment Management. Money is often seen as a passive, static object. On the contrary, money is an active, ever-changing vehicle that can get humans to where they want to go. Assigning “jobs” that money is intended to accomplish can be a critical tool to reframe money in this way. For example, instead of focusing on how much money humans have, it can be more empowering to outline the jobs people want to get done by labeling the job, its importance, and when it needs to get done. Then, there’s an opportunity to identify how much money it will take – and see if there’s enough now and in the future – and make the appropriate trade-offs. This purposeful approach can lead to a true connection between money and its meaning, which can help people stay on track to make the most of their money. 


The Exceptional Advisor® Model


The Exceptional Advisor® program is born out of research conducted by the Institute and AbsoluteEngagement.com. The research shows that clients value an advisor who demonstrates advanced capabilities, exceptional service, a personalized approach and meaningful guidance. All this is built on the pillars of adherence to high ethical standards and expertise in the field. This model depicts the core competencies of an Exceptional Advisor.

Exceptional Advisor Spectrum

The Exceptional Advisor® program is designed to showcase your expertise and create awareness of your advanced knowledge and certifications, by providing the tools you need to tell your story and help you demonstrate how you fulfill what clients want.

Want to learn how you can obtain the strategies, insights, and expertise to tackle these challenges on your own?


Consider becoming an expert. Attend one of our 30-minute monthly information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits of one of our three advanced certifications: Certified Investment Management Analysist® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®).

Register now


Need more information? Let us know which program you would like more information about.