Focus on Driving Value for Clients (and Advisors)
Focus Series, Virtual Event
Thursday, May 23, 2019 | 11 a.m. ET - 3:30 p.m. ET
Better Client Outcomes Through Extraordinary Teamwork | 11:00 a.m. - 11:50 a.m. ET
Dr. John Evans, Executive Director, Knowledge Labs™ Professional Development,
Janus Henderson Investors
The core elements of successful teams and their clients have been isolated through research conducted by Cerulli Associates in partnership with the Investments & Wealth Institute and Janus Henderson Investors along with leading experts. Learn how you can combine these elements to transform your team with the goal to serve clients better with extraordinary results. | 1 CE credit
MythBusters: Understanding High Net-Worth Individuals | 12:10 p.m. - 1:00 p.m. ET
April Rudin, President & Founder, The Rudin Group
The global wealth management industry is growing and changing at a rapid pace. As wealth shifts to younger generations, the core demographics of high net-worth clients are morphing. For financial advisors, these changing demographics demand flexibility and overcoming misconceptions. Join April Rudin as she presents the latest research around the services that high net-worth clients need and value the most. | 1 CE credit
Redefining the Advisor Value Proposition | 1:20 p.m. - 2:10 p.m. ET
Marina Shtyrkov and Asher Cheses, Research Analysts, Wealth Management and High-Net-Worth, Cerulli Associates
Investors are more willing than they have been previously to pay for advice despite rising fee awareness. In response, some advisors are reevaluating their value proposition to focus on providing a holistic impact through financial planning. As adoption of financial planning grows, advisors should consider how their practice’s pricing structure aligns with these shifts in value delivery. Likewise, among high-net-worth (HNW) focused practices, advisors are working to effectively communicate their value to next-generation inheritors as practices stand at the cusp of an impending wealth transfer. | 1 CE credit
Drivers of Enterprise Value | 2:30 p.m. - 3:30 p.m. ET
Ray Sclafani, President & Founder, Client Wise
In the world of financial advisory practices, the chief drivers of enterprise value are organization, not financial. They’re also intrinsically linked to the value you create for clients, and begins with your practice’s ability to not only survive, but also to thrive without you. How do you achieve this goal AND equip your practice to deliver on the desires of your clients? The answer lies in a dreaded, overused word: holistic. Join Ray Sclafani as he calls for a shift in thinking –from driving revenue to driving value. | 1 CE credit
Registration & Fees (USD)
- $195 Member
- $445 Join & Learn (includes 1-year of Investments & Wealth Institute membership)
Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact firstname.lastname@example.org if you do not receive this email within one hour of registering on the Institute website.
Learners must be logged into the webinar delivery platform on May 23, 2019 for the entire session(s) to receive the corresponding continuing education (CE) credit. The following entities will accept it for CE credit:
Investments & Wealth Institute®
Note: In order for CE reporting to take place, you must enter your Institute ID number in the GoToWebinar platform when you join the webinar.
- Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Automatically added to certification record within 2 weeks of the event
After registering on this website, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact email@example.com if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.
If you cannot attend the live event, you can still register so that you automatically receive a copy of the recordings. Recordings are emailed to all registered attendees approximately 3 weeks after the event.