InvestmentSense

The Exceptional Advisor™ initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace. By concentrating on areas identified through research as key attributes valued by clients, advisors can better demonstrate the advanced knowledge they have earned through their certifications. The knowledge and skills developed during the certification process allow advisors to stand out and provide exceptional service across a wide range of clients. The designations also provide a foundation for individuals to tackle even the most complex investor challenges.

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it.

This column was originally published for the Institute's Legislative Intelligence quarterly column.

The Institute’s Devon Coquillard, Communications Manager, sits down with Dorothy Bossung, CFP^®, CIMA^®, CPWA^®, RMA^® to discuss Dorothy’s success within a male-dominated industry and how to light a path for others.

Client Retirement Needs: Solving for De-accumulation - How the RMA Certification helps advisors solve for client needs 

Advisors almost universally agree that those saving for retirement or living in retirement have a seemingly endless number of similar needs.  

This column was originally published for the Institute's Legislative Intelligence quarterly column.