Elevating Your Talent Acquisition with an Impactful Employee Value Proposition

August 8, 2024, 12:30 - 1:30 PM EST

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Explore the significance of an Employee Value Proposition (EVP) and its pivotal role in attracting and retaining top talent within the wealth management sector.

In today's competitive landscape, job seekers seek more than just monetary compensation—they yearn for a workplace culture that aligns with their values, promising career prospects, and comprehensive benefits. An EVP serves as the cornerstone for cultivating a talent pipeline, setting clear performance expectations, and cultivating a sense of loyalty that distinguishes your firm from its peers. Join us to learn how to craft an EVP that will enable you to:

• Attract and retain talent that seamlessly integrates into your organizational ethos

• Establish transparent guidelines for employee contributions

• Cultivate enduring loyalty through a compelling EVP framework that showcases your firm's unique value proposition.

Starting In



Jay Wampler

Director & Sr. Business Management Consultant, Charles Schwab & Co

Registration & Fees

Cost: Complimentary

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Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.


If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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