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Advisor Perspectives

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  • The Hidden Cues that Unlock Better Client Communication The Hidden Cues that Unlock Better Client Communication Beverly Flaxington Recorded: Aug 18 2016 62 mins
    CFP® Board CE Elegible

    Learning to modify one’s communication style in response to clients’ and prospects’ cues is a key component for building rapport and deepening trust. In this webinar, Bev will explore various aspects of “people reading” and outline specific steps advisors can take to connect more effectively. Advisors will learn how to:

    •“Read” prospects and clients to gain a deeper understanding of their unspoken needs and concerns;
    •Understand their own communication style and learn how to modify it to improve the quality of interpersonal communications;
    •Avoid mistakes that can lead to “incorrect " people-reading; and
    •Use this enhanced understanding to address the needs of clients, prospects and even fellow employees more effectively.

    Bev will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. If you provide your CFP Board ID during the webinar registration process and stay for the entire session we can report your attendance to this organization.
  • Risk Parity: The Antidote for Unbalanced Portfolios Risk Parity: The Antidote for Unbalanced Portfolios Adam Butler, CFA, CAIA CEO, ReSolve Asset Management Recorded: Aug 11 2016 62 mins
    The traditional 60/40 balanced portfolio is actually "unbalanced" because it is designed to flourish in a limited spectrum of economic environments characterized by growth, benign inflation, and abundant liquidity conditions. Worse, the high level of equity volatility mostly dilutes the moderating benefits of bonds.

    Risk parity portfolios address this imbalance. Complementing traditional U.S. equity and bond positions with alternative asset classes, and with an appropriate balance of risks, can help a portfolio thrive across a wide variety of market environments. In this third part of his four-part webinar series, Adam Butler will reveal:

    -Why constructing portfolios on the basis of long-term capital market expectations is a fool's errand;

    -Why a broadly diversified and properly balanced risk parity portfolio encompassing a wide range of asset classes is better positioned to balance risks and perform well under most realistic economic environments;

    -How dynamic estimates of risks and correlations can eliminate the need for long-term forecasts; and

    -How multi-asset factor tilts can address many of the most common concerns about risk parity portfolios.

    Adam will answer attendees' questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • A Powerful New Tool to Comply with the DOL's Fiduciary Rules A Powerful New Tool to Comply with the DOL's Fiduciary Rules Presenter: Manish Malhotra Recorded: Jul 28 2016 63 mins
    IMCA® and CFP Board® CE credit eligible

    The Department of Labor’s new fiduciary rules define nearly every recommendation and decision advisors make related to retirement accounts as investment advice — from moving money to recommending funds and annuities.

    Advisors must now prove that their retirement income recommendations serve their clients’ best interests. In this webinar, Manish will provide an overview of the new rules and show how Income Discovery’s interactive toolset can aid in this process. During this session you will learn how:

    •The new fiduciary rules will affect advisors serving retirement investors;
    •Income Discovery’s tools generate optimal retirement income recommendations that reduce the risk and amount of shortfall and increase the average legacy; and
    •Income Discovery’s objective methodology can help ensure that advisors comply with the DOL’s fiduciary requirements and BICE rules.

    Manish will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    To learn more about how Income Discovery can help advisors comply with the DOL requirements and transition from selling products to delivering comprehensive retirement planning solutions, download their whitepaper.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • New Research: The Art & Science of Portfolio Optimization New Research: The Art & Science of Portfolio Optimization Presenter Adam Butler, CFA, CAIA Recorded: Jul 14 2016 61 mins
    IMCA® and CFP Board® CE credit eligible.

    Everyone makes active bets on asset allocation. But few do it thoughtfully.

    Thousands of asset allocation methodologies are compatible with efficient markets. That’s why advisors need to understand the implicit “bets” they place when constructing portfolios.

    The first webinar in our four-part series covered the role of asset allocation versus security selection in achieving clients’ long-term objectives and introduced the only portfolio that makes no active bets — the Global Market Portfolio (GMP).

    In this webinar, Adam will explore a variety of methods for constructing portfolios that deviate from passive GMP weights while expressing specific market assumptions. During this session you will learn:

    •The basic relationships between risk and excess returns;
    •Different ways to optimize diversification;
    •How to estimate risk and correlation in the portfolio-construction process; and
    •How the markets have historically priced different measures of risk and dynamic versus static portfolio assumptions.

    Adam will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    Future webinars will explore the advantages of risk parity and introduce more active multi-asset "factor" strategies like Adaptive Asset Allocation.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • Exposing the "Active Risks" of Passive Portfolios Exposing the "Active Risks" of Passive Portfolios Presenter: Adam Butler, CFA, CAIA Recorded: Jun 30 2016 62 mins
    Many top minds in finance have shown that asset allocation is the primary determinant of long-term investment results. Others trumpet the virtues of passive management. Yet, many investors—and advisors—end up making unintended active bets in asset allocation—even when they think they’re investing passively.

    In this first part of a four-part webinar series, Adam Butler outlines a logical framework for asset allocation that is consistent with the most basic principles of finance. During this session, you will learn:

    •Why most investors’ asset allocation strategies inadvertently take an extremely active stance;
    •Why supposedly passive domestic 60/40 portfolios carry the highest risk of expressing surprisingly active views;
    •How one unique global asset allocation strategy allows advisors and investors to truly invest passively; and
    •How advisors can implement this strategy for their clients using cost-effective ETFs.

    Future webinars will explore the advantages of risk parity, and introduce more active multi-asset "factor" strategies like Adaptive Asset Allocation.

    Adam will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • What Every Advisor Should Know About Bonds What Every Advisor Should Know About Bonds Brian Battle Recorded: Jun 16 2016 62 mins
    IMCA® and CFP Board® CE approval pending.

    With interest rates still near all-time lows, making the right decisions for your clients’ bond holdings has never been more critical. Join Brian Battle for an eye-opening discussion of fixed-income allocations that seek to avoid exposing your clients to excessive risk. You will learn:

    •Why nobody can reliably predict future interest rates;
    •Key bond principles and their potential impact on your clients’ portfolios; and
    •How to use bond math and logic, rather than intuition, to make more effective fixed income decisions.

    Brian will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • No Portfolio is an Island No Portfolio is an Island David Blanchett Recorded: Jun 7 2016 61 mins
    CFP® and IMCA® CE credit-eligible.

    Advisors who focus solely on managing the risk and return aspects of investments have a limited view of their clients’ financial “big picture.” Investors are demanding a more integrated financial planning and portfolio optimization approach that encompasses analysis of their assets and liabilities, liability risk, tax concerns and time horizons.

    In this presentation, David Blanchett will show advisors how to achieve a more holistic approach to planning. You’ll learn:

    • How to integrate each client’s wealth elements, including investable assets, human capital, real estate and pensions, into your analysis;
    • How to calculate the impact of varying asset and liability risks;
    • How to build an efficient income portfolio that complements assets designed to generate total return;
    • How to incorporate each client’s unique tax concerns into asset allocation and manager selection processes; and
    • Why longer investment durations don’t always mandate higher risk tolerance.

    David will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • Six Keys to Becoming a High-Impact Communicator Six Keys to Becoming a High-Impact Communicator Beverly Flaxington Recorded: Apr 28 2016 61 mins
    CFP® and IMCA® CE-eligible event

    Knowing how to deliver your message with maximum impact is crucial to gain and deepen relationships. But even the most seasoned financial professionals find it difficult to deliver their message in a compelling way. In this presentation, you’ll learn strategies great communicators use to grab their listeners’ attention, convey useful information and leave their audiences wanting more, including:

    •A proven six-step process to help you prepare for every meaningful communication you’ll have with audiences;
    •How to bring investment information alive;
    •How to “read” people and adapt your communication style to improve understanding and trust; and
    •How to move prospects, clients and centers of influence to action more quickly.

    Bev will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • Knowledge, The Super Factor Knowledge, The Super Factor Steven Vannelli, CFA -- CIO Gavekal Capital Recorded: Mar 17 2016 63 mins
    New research on the next generation of smart beta products

    According to Morningstar, more than $544 billion is now invested in smart beta products, much of this in factor-based strategies. But the limitations of simple factor-based strategies make them unsuitable for “buy and hold” investors, who still tend to favor actively managed mutual funds.

    Gavekal Capital has identified a new “Super Factor” that breaks through the confines of simple factors. New research has shown that over the past 15 years this Super Factor not only outperformed all five of the most common simple factors, but also generated alpha.

    What is the Super Factor? Knowledge. Join us to learn how the Knowledge Factor captures the excess returns of companies that invest in innovation, offering long-term investors an alternative to factor-based ETFs and actively managed mutual funds.

    In this webinar, participants will learn:

    •The benefits and shortcomings of factor-based strategies;
    •How Gavekal Capital identifies companies that have a tendency to experience excess returns to create the Super Factor; and
    •How to apply this Super Factor in investment portfolios.

    Steven will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • How to Beat the Robos at their Own Game How to Beat the Robos at their Own Game Bob Veres Recorded: Mar 8 2016 56 mins
    The venture-backed robo-advisor sites uncovered several weaknesses in the profession, and perhaps the biggest was the lack of a compelling, interactive web presence. To get a higher percentage of their referrals as clients, advisors need to create a more interactive and compelling “pre-engagement” online experiences. In this webinar, Bob will outline best practices for using technology to beat the robos and discuss cost-effective solutions for:

    •Improving your site’s percentage conversion of “visitors” to clients;
    •Enhancing your site’s “stickiness” with existing robo-like tools in four different vectors;
    •Leveraging the information gathered from user interactions to create personalized contact strategies for each prospect; and
    •Differentiating your firm from your competitors – both robo and human.

    Bob will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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