Event

    Recorded Event
    CE Credit

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    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Elizabeth Koehler, Managing Director, Advisor Insights @ BlackRock
    Build Your Business for the Future

    As the investing landscape, regulatory environment and client needs change, advisors must ensure their portfolio construction process and business practices evolve to better deliver against their clients’ needs.  Implementing a defined investment process can help advisors construct portfolios that effectively balance the risks taken with the cost incurred; all within the context of their clients’ objectives.  Additionally, with the growth of fee-based arrangements, low cost investment options, and calls for increased pricing transparency, advisors need to demonstrate true value through their service model, segmentation plan, and team structure. 

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit.

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    SPEAKERS

    Elizabeth Koehler
    Managing Director, Advisor Insights @ BlackRock