Uniform Principal and Income Act: More than Just a Name Change
Join Duane Lee to explore the revised Uniform Fiduciary Income and Principal Act, understanding its impact on policies, procedures, and controls, enhancing your effectiveness and efficiency in trust and financial roles.
Unique & Hard-to-Value Assets
This course covers management and valuation of non-traditional assets. Led by Brad Davidson, it provides strategies for trust officers, advisors, and investment professionals, offering CE credits for various financial certifications.
Wealth Management Issues and Conversations Collection
This collection equips professionals in the high-net-worth market with essential knowledge in estate planning, tax strategies, and investment management, ensuring comprehensive client service.
Working with Business Owners
Understand business owner buying behaviors, address key wealth management issues, and develop skills in investments, insurance, retirement plans, and succession planning. Enhance your ability to serve business owner clients effectively.
Working with Women Investors
Prepares financial advisors to effectively serve the growing segment of female clients amid the Great Wealth Transfer. It covers opportunity identification, neurological insights, targeted prospecting, specialized communication techniques, and storytelling strategies.