| Sean R. Walters, CAE, Chief Executive Officer, Investments & Wealth Institute

Sean R. Walters, CAE, Chief Executive Officer, Investments & Wealth Institute

Licensure vs. Certification

Posted by Sean R. Walters, CAE, Chief Executive Officer, Investments & Wealth Institute on Aug 7, 2019 4:22:21 PM

Recently, The Wall Street Journal criticized the Certified Financial Planner Board of Standards (CFP Board) regarding the integrity of their search directory for CFP^® professionals that resulted in a lot of commentary and confusion. As a certifying body like the CFP^® Board, the Investments & Wealth Institute would like to clarify some misconceptions brought to light by the article.

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Topics: financial advisors

Advisor Price Pressure—Work Smarter, not Harder

Posted by Sean R. Walters, CAE, Chief Executive Officer, Investments & Wealth Institute on Jul 16, 2019 9:00:00 AM

Meet—and exceed—client expectations by utilizing a variety of tools and strategies to add value, rather than just working harder.

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Topics: investments, economics, wealth

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