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ENGAGE 2017


PFP1751 - Putting Investors First: The Client-Manager Relationship in a Goals-Based Framework (Powered by IMCA)


Jun 14, 2017 4:00pm ‐ Jun 14, 2017 4:50pm

Standard: $49.00

Description

The investment and wealth management industry is evolving rapidly. Increased competition and commoditization is forcing advisors to rethink and fine-tune their underlying value propositions.

This session will provide an overview of several investment, technology, and industry trends that are driving change across the industry, including:

  • The changing world we live in
  • Disintermediation of information
  • How social media affects advisor credibility
  • The changing lens of how investors evaluate investment performance
  • Disruptive forces hitting wealth management:
  • The move to independence
  • Demographics
  • Regulations
  • Technology
  • Investments
  • The industry “race to zero'
  • Competing in a commoditized world

Advisors will take away a better understanding of the simultaneous disruptive forces hitting our industry and potential paths to explore to better articulate their value propositions and deliver a differentiated end client experience.

Learning Objectives

  • Understanding the disruptive forces affecting the wealth management industry
  • Refocusing on the articulation of your unique value proposition as a wealth advisor in an increasingly commoditized industry

Speaker(s):

  • Scott Welch, CIMA®, Chief Investment Officer, Dynasty Financial Partners
Tags: PFP

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