Ethics and Expertise: What Clients Expect from an Exceptional Advisor

$60, or complimentary with Signature or Elite benefits

Keyword(s) Devin Ekberg, Sean Walters, ACE Academy 2021, On-Demand, Ethics

Learn how to stand out in the crowded and highly competitive marketplace for clients, and learn how to better communicate your ethics and expertise to clients.

Credit Information 1.5

Tag(s) Ethics, Practice Management, 1 hour: Institute certifications, Ethics: Institute certifications, On-Demand Recording, Signature (up to 10), Elite (full access)

Description

Learn how to stand out in the crowded and highly competitive marketplace for clients, and learn how to better communicate your ethics and expertise to clients. Letters, fees, and fiduciary are not enough to differentiate you and your services to HNW clients. According to Investments & Wealth Institute studies with AbsoluteEngagement.com of more than 1,000 North American advisory clients, there are six key differentiators between good advisors and Exceptional Advisors—defined as advisors with clients who are loyal, satisfied, AND willing to refer. High ethical standards are the most important characteristic to clients, on par with trust. Learn what Clients think of the principles addressed by the Institute’s Code of Professional Responsibility, and dissect real-life Ethical Dilemmas with your peers in an interactive Breakout Room.

Speakers:

Sean R. Walters, CAE^®, Chief Executive Officer of the Investments & Wealth Institute^®

Devin Ekberg, CFA^®, CPWA^®, CIMA^®, Chief Learning Officer & Managing Director of Professional Development, Investments & Wealth Institute^®

Premier Continuing Education (CE):

- 1.5 CE credit hours, including 1 Ethics CE credit hour for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased