Advisor IQ

COMPLIMENTARY CONTINUING EDUCATION FOR FINANCIAL ADVISORS

The Advisor IQ series is an digital resource for Financial Advisors to gain access to the latest research and insights while fulfilling their CE credit obligations.

Streamlining Your Practice with Model Portfolios

AUGUST 11TH AT 9AM PT

One hour CE credit for CFP & IWI designations

Retiring the “OLD AGE” Story

SEPTEMBER 15TH AT 9AM PT

One hour CE credit for CFP & IWI designations

Model Portfolio Solutions and the Client Experience

OCTOBER 13TH AT 9AM PT

One hour CE credit for CFP & IWI designations

Streamlining Your Practice with Model Portfolios

Wednesday, August 11th, 2021, @ 9:00 AM – 10:15 AM PT

In this session, we'll discuss the quantitative performance metrics used by consultants to evaluate managers and interpret their performance. Materials will be presented in a particular context to inspire confidence with clients.

We'll be discussing:

  • Developing an understanding of the various metrics used in performance measurement and manager selection
  • Incorporating knowledge to develop and enhance your investment policy
  • Increasing confidence in articulating your recommendations to clients

One hour credit for CFP and IWI designations

Retiring the “OLD AGE” Story

Wednesday, September 15th, 2021, @ 9:00 AM – 10:15 AM PT

When it comes to retirement planning, or even those currently living in retirement, investors struggle to define what it is that will make this phase of their lives fulfilling, energetic, and exciting. It seems that many are planning to live a retirement that’s largely based on the myths, traditions, and expectations of those generations that have come before, even though today, investors may experience this phase of life for a quarter or even a third of their entire life experience.

Some investors look forward to, and enjoy, the traditional retirement story, that’s filled with rest, relations, and leisure. This story of retirement may include golf, bike rides, and beach walks. But after they retire, they find that this leisure-filled retirement isn’t what they expected it to be. They find themselves bored, disengaged, and regretting a lifestyle that they were told they should be enjoying.

We'll be discussing:

  • How today’s concept of “retirement” came to be and why many of our ideas about retirement are outdated or just plain inaccurate
  • How to help investors not to allow ageism to impact their views of capabilities in retirement
  • How to work with investors to write a new story of retirement, based on the character, setting, plot, conflict, and resolution particular to each investor, for a more well-rounded realistic, and exciting vision which can be used as the basis for planning going forward.

One hour credit for CFP and IWI designations

Model Portfolio Solutions and the Client Experience

Wednesday, October 13th, 2021, @ 9:00 AM – 10:15 AM PT

Outsourcing the investment process gives financial advisors access to professional money managers who have the means and ability to construct diversified portfolios using more in-depth research and risk management tools than advisors might have at their disposal. Advisors can then focus more time and attention on other financial planning matters, such as relationship management, estate planning, and tax strategy. It can also allow advisors to service smaller client accounts in a more efficient manner without sacrificing portfolio quality. Operationalizing investment management can result in long-term benefits that are of value to the bottom line for the practice and of value to your clients. We'll be discussing the perceived advantages and challenges one might encounter while using model portfolios.

We'll be discussing:

  • How outsourcing investment management can help to accelerate the growth of the practice
  • What clients think about outsourcing – and the value you bring
  • How outsourcing may help the practice manage client wealth more holistically and may help the practice move from managing assets to managing wealth

One hour credit for CFP and IWI designations

Fear, Finance, & the High-Anxiety Client

Wednesday, November 10th, 2021, @ 9:00 AM – 10:15 AM PT

Market corrections, alarming headlines, and bear markets can contribute to client anxiety. As a result, investors may abandon their financial strategies altogether simply in an effort to avoid losses. Research from The MIT AgeLab illustrates the effects of stress, anxiety, and multiple crises on investor decision-making, and the steps advisors can take to effectively reassure and re-engage anxious clients.

We'll be discussing:

  • New techniques that advisors can utilize when managing a client's anxiety and expectations, especially during a crisis

One hour credit for CFP and IWI designations

Year End Planning Strategies

Wednesday, December 1st, 2021, @ 9:00 AM – 10:15 AM PT

Clients expect advisors to proactively help organize their complex financial affairs and deliver experiential alpha. This session provides actionable strategies in the areas of tax planning, charitable giving, retirement, and portfolio management. Including how to identify a checklist of planning strategies for year-end discussion as well as add value to client relationships by providing an organized and timely service.

One hour credit for CFP and IWI designations