As a financial advisor you are pulled in a lot of directions – providing investment guidance – helping to meet the needs and goals of your clients – leading and managing an advisory practice. As your trusted partner we want to provide you with resources that can help you build your practice as well as support you with the needs of your clients.
Neuroscience - Longevity - Philanthropy - are not words commonly associated with practice management. At iShares we are re-thinking the way practice management has traditionally been delivered and want to bring you a variety of new ways to think about building your practice and serving your clients.
Resources for Your Practice
Growing and leading your practice is a critical part to your success and yet often it is hard to keep your focus on these types of activities. The resources we have assembled on the following pages can help you to focus on business strategy, business development, and how to effectively lead teams.
Visit the Resources for Your Practice page
Resources to use with Clients
Building trust and delivering exceptional service is at the core of keeping our clients satisfied. Gaining insights into our client’s emotions and decision making can be a helpful way to build strong relationships.
Visit the Resources to use with Clients page
Webinar series:
Session 3: Using Technology to Increase Client Service (1hr)
Learn strategies for using technology while still maintaining a sense of personalization from iShares experts—such as the best practices for using web applications and social media. 1 credit hour for CIMA®.
Wednesday, November 10, 2010, 1pm (PT)/4pm (ET)
WatchWebinar series:
Session 2: Advisor Success Story: Engaging Your Clients in Philanthropy (1hr)
Philanthropy is one way you can grow your practice—while helping your clients build stronger family relationships. You'll hear insights from advisors and clients on how philanthropy has worked for them. 1 credit hour for CFP® and CIMA®.
WatchWebinar series:
Session 1: Building Your Personal Brand (1 hr)
Jennifer Aaker, General Atlantic Professor of Marketing, Stanford Graduate School of Business, will show you how to develop and implement your own personal brand. 1 credit hour for CFP® and CIMA®.
Watch