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

Sean R. Walters, CAE, Chief Executive Officer, Investments & Wealth Institute
Sean Walters is Chief Executive Officer of the Investments & Wealth Institute®. Sean has been active in association management since 1990, with financial services associations since 1997. He is a graduate of the University of Arizona with a B.A. in History, and he holds a Masters in Business Administration from the University of Indianapolis. Sean is a Certified Association Executive (CAE) certificant and has earned the Institute of Organization Management (IOM) designation from the U.S. Chamber of Commerce.
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Recent Posts

Advisor Price Pressure—Work Smarter, not Harder

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

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.   


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