Financial Professional Tools, Practice Management and Client Engagement

In recent years there has been a growing interest in alternative credit assets but many investors are still learning about this complex asset class. This program provides a review of assets that comprise alternative credit, a deep dive on risks and headwinds within traditional and alternative credit, as well as key factors to consider when evaluating alternative credit opportunities.

This program is designed to coach investors through volatile markets to help ensure emotions don’t derail long term investment plans.

The program was developed to elevate your team by providing transformational insights into team leadership, business development, client loyalty, practice management and wealth management.

This program provides strategies and tactical steps for evolving your business purposefully and methodically to make the transition as smooth as possible for your clients and your team members.

This presentation reveals the home-country bias often found in 401(k) allocations, illustrates the risk/return opportunities that global equity diversification poses for retirement savers, and shares the benefits of offering more broadly diversified global portfolios in investment menus.