Ours is not a unique story. But I wanted to share a few words on how proud I am of the accomplishments of the volunteers and staff of the Investments & Wealth Institute. Maybe you are a financial advisor running a team or practice, or a fellow association executive or talent development professional running a business model that seems under assault, or you are just your everyday, average entrepreneurial LinkedIn drifter looking for real-life case studies of organizations and how they are faring in this economy. Our story is not unique, but it is a good story. It holds hope, I think.
For those of you who don't know us, the Investments & Wealth Institute is a premier professional association, education provider, and standards body for financial advisors. We deliver three advanced certifications, several assessment-based certificate programs, and a multitude of online courses, conferences, webinars, publications and other member benefits. We straddle four sectors: non-profit...
