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Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices.
You will learn:
- The character attributes that a CFA®charterholder may have that high net worth clients welcome
- How the CFA Institute is now preparing private wealth professionals (as opposed to institutional investment managers) to excel
- The clout of the CFA designation versus other designations that you can buy or that don’t carry as much merit in the private wealth space
- Why you shouldn’t write off the CFA candidate or member pool as non-viable prospects and how to find the people within these populations that could be your clients
- The value of emotional intelligence and why it should be developed
- What the CFA Institute has coming down the pike in Feb 2019 in terms of tools and resources designed to help private wealth advisors
- Online CFA Institute resources and how to make the most out of them to develop new clients for your private wealth practice
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Resources mentioned in this podcast:
https://saragrillo.com/2018/09/15/marketing-tips-for-cfa-charterholders-new-material/
