Investment Sense Blog

The Case Against Internal Designations

Posted on 07/31/2018

Contributed by: Sean Walters, CAE, Chief Executive Officer, Investments & Wealth Institute

It is the responsibility of any responsible employer to hire good people and then equip them with training, education and resources so they can be successful in their role.

A Business of Relationships: Leveraging Emotional Intelligence to More Effectively Engage Clients — Daniel Goleman

Posted on 07/26/2018

Contributed by: Investments & Wealth Institute Communications Department

Financial advising requires a unique mix of traditional intelligence and emotional intelligence, according to Daniel Goleman, internationally known psychologist and best-selling author of Emotional Intelligence: Why it Can Matter More Than IQ.

Three Steps to Build a Practice Less Ordinary

Posted on 07/24/2018

Contributed by: John L. Evans Jr., Ed.D., Executive Director, Janus Henderson Labs

The ordinary is often an adversary when servicing clients. Building a clientele the way everyone else has can lead to uninspiring outcomes, and limit the growth of your practice. Cold calling, letter writing and hosting rubber chicken seminars are the conventional marketing mechanisms that don’t offer much of an opportunity to stand out. How are you gaining introductions?

Trust Distributions: Goals. Priorities. Purpose

Posted on 07/10/2018

Contributed by Christopher Holtby, co-founder, Wealth Advisors Trust Company

How do successful families plan and develop their life philosophy of money to match the family's wealth?

Advisor of the Future: A Look Inside the May/June 2018 Issue of the Investments & Wealth Monitor

Posted on 07/03/2018

Contributed by: Investments & Wealth Institute Communications Department

Transformational changes are sweeping the investments and wealth industry, making it more important than even for advisors to understand key challenges that lie ahead. In the latest issue of Investments & Wealth Monitor, industry thought leaders discuss the ways in which advisors must adapt to emerging investment products, disruptive technologies, and changing demographics, in order to keep pace with the future.