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US Financial Advisors

  • 4+4—The Formula for Transformational Growth
    4+4—The Formula for Transformational Growth Presenter: Angie Herbers Oct 26 2017 8:15 pm UTC 60 mins
    The fastest growing advisory firms have figured out a formula for transformational growth. How are the leaders of those firms growing 31% faster than every other advisory firm? Through 16 years of experience, research and consulting to over 600 advisory firms of all sizes, Angie Herbers shares this simple, fundamental method to transformation growth.

    In this webinar, you will learn:

    •how to break through the barriers of growing an advisory firm
    •the fundamental business management areas that make running and building an advisory firm unique
    •why traditional business management does not apply to building an advisory firm
    •how to create a system to effortlessly grow the size of any advisory

    Angie will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
  • The Truth & Consequences of QE
    The Truth & Consequences of QE Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management Nov 2 2017 8:15 pm UTC 60 mins
    Eligible for one CFP Board® and IMCA® CE credit.

    Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss:

    • Pitfalls and risks in the current fixed income market;
    • Overlooked opportunities; and
    • What investors should consider when building fixed income portfolios to navigate this uncharted environment.

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

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    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.