Webinars With Industry Experts

Manager Selection And An Update On CFA Institute Initiatives For Advisors

 

Advisors will learn key issues in performance measurement, performance evaluation, and manager search processes, and also get an update on CFA Institute initiatives and resources that will bolster client confidence and trust and lay the foundation for a sustainable practice. We will cover:

 

• Is time-weighted return or money-weighted return a better measure of performance? 

• How do deposits and withdrawals influence investment reporting and the interpretation of investment results?

• What is the role of Global Investment Performance Standards in building an advisory practice?

• What does a sound manager search and selection process look like?

• How can you and CFA Institute help shape future of the profession for the ultimate benefit of society?

• Resources to bolster your team's performance and trustworthiness.
 

CFA Institute leads the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Stephen Horan, Ph.D., CFA, CIPM is a managing director and co-leads educational activities at CFA Institute, including the CFA Program, the CIPM Program, the Claritas Investment Certificate and publications.

This webinar is eligible for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO