Recent Posts

Part One: Vikram Mansharamani on the Four Transitions Explaining Today’s Economic Climate in the U.S.

Posted by Admin on Aug 20, 2018 6:00:00 PM
“There are four major transitions underway which explain virtually all of the dynamics we face in the U.S. economy today,” said Vikram Mansharamani, Ph.D., LinkedIn’s “#1 Top Voice in Money, Finance, & Global Economics,” and a recent guest speaker, at the Investments & Wealth Institute Annual Conference Experience—ACE Nashville. “Yes,” he said. “Only four.” Recognized as an authority on geo-politics and geo-economics, Harvard lecturer Mansharamani wasted no time in outlining his premise. The first transition, he suggested, is currently taking place in China. For many years, “we’ve enjoyed an investment led boom that we now hope is heading toward a consumption boom. It is possible; however, as we move from the valley created by the financial crisis that we’re headed toward an overhang,” so that consumption boom remains to be seen. The expanding supply of technology is the second transition, Mansharamani said he sees. More and more countries are producing products, and those...
Read More

Topics: investments, economy, economics, wealth

Shifting Client Conversations from Yield to Cash Flow

Posted by Admin on Aug 8, 2018 6:00:00 PM
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks. But yield, of course, is only one form of income, and it should not be the sole focus of a retirement income strategy.   We found that investors looking for income...
Read More

Topics: investments, economy, wealth, retirement, retire

New Issue of Investments & Wealth Research Demonstrates Significant Return on Investment for Advisors Earning Professional Certifications

Posted by Admin on Aug 1, 2018 6:00:00 PM
As investment and wealth management professionals, you understand the importance of determining the right investment choices based on the goals and aspirations of your clients. Determining the right investment of your time and resources for your professional growth and business is a completely different animal. With the industry’s abundance of “alphabet soup” certification options, and your finite amount of time and resources, how do professionals choose the right certification to grow their...
Read More

The Case Against Internal Designations

Posted by Admin on Jul 30, 2018 6:00:00 PM

It is the responsibility of any responsible employer to hire good people and then equip them with training, education and resources so they can be successful in their role. This talent development process spans many industries and types of companies.

Often during this process, the talent development process requires a professional to be competent within a role or job function. Indeed, this competency development and assessment is often undertaken to raise the credibility of the professional...

Read More

A Business of Relationships: Leveraging Emotional Intelligence to More Effectively Engage Clients — Daniel Goleman

Posted by Admin on Jul 25, 2018 6:00:00 PM
Financial advising requires a unique mix of traditional intelligence and emotional intelligence, according to Daniel Goleman, internationally known psychologist and best-selling author of Emotional Intelligence: Why it Can Matter More Than IQ. At the recent Investments & Wealth Institute Annual Conference Experience–ACE Nashville, Goleman said that to do your job successfully, you must not only understand the basic concepts that underlie the profession, but must have the emotional...
Read More

Three Steps to Build a Practice Less Ordinary

Posted by Admin on Jul 23, 2018 6:00:00 PM
“Slavishly following conventional norms will often lead to disappointment.”- John Maynard Keynes   The ordinary is often an adversary when servicing clients. Building a clientele the way everyone else has can lead to uninspiring outcomes, and limit the growth of your practice. Cold calling, letter writing and hosting rubber chicken seminars are the conventional marketing mechanisms that don’t offer much of an opportunity to stand out. How are you gaining introductions?   Here are three steps...
Read More

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at to let us know.