Posted on 10/19/2018
The Investments & Wealth Institute (formerly IMCA®) launched a new Exceptional AdvisorTM Podcast series last week at the Wealth Advisor Forum in Chicago, IL. The podcast series provides investment and wealth management professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.
Posted on 10/03/2018
A new generation of investors brings new attitudes and expectations to the wealth management industry, while at the same time advisors are aging and leaving the industry faster than firms are replacing them. Learn how these two demographic trends disrupt established client-advisor relationships and how you can best handle the expected $30 trillion wealth transfer expected over the next few decades at the Investments & Wealth Institute® (formerly IMCA®) Focus on Advising the Great Wealth Transfer seminar, November 15, 2018 at the Pointe Hilton Tapatio Cliffs Resort in Phoenix, AZ.