No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Use Investment Performance to Differentiate and Deepen Relationships

Session Speakers
Session Description

Why Attend
Discover how you can use performance-reporting to deepen client relationships and differentiate yourself from your competitors.

Session Details
Financial services remains the least trusted sector of all industries, where a large portion of investors aren’t confident that investment performance calculation results are accurate. However, advisors can follow some easy steps and guidelines to give investors exactly what they want, while deepening client relationships and differentiating themselves from their competition:

In his presentation, a co-author of a recent study on investor transparency will go over:

  • Guiding principles that should drive the financial planning / portfolio performance review process
  • What performance metrics are most important to investors
  • How behavioral biases impact investor preference and should be a key part of risk tolerance measurement

Additional Information
CIMA-1 hr, CPE-1 hr, CE-1 hr
Education Session
1h
Session Schedule