Using Your CFA Designation to Power Your Private Wealth Practice

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

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

Please subscribe, rate, and review this podcast!

 

Resources mentioned in this podcast:

Marketing Tips for CFA® Charterholders

 

Any questions? Send 'em in!

RELATED POSTS

Sara Grillo - Messy Paint - Marketing Strategy
Financial Advisor Marketing

From Chaotic Picasso to Marketing Masterpiece

His works were beautiful collages, so powerful that they brought to life an entire genre, a new idea that hadn’t existed in the world as a real concept until he made it so. While Picasso didn’t attend marketing conferences with titles such as “Brand Ambassador” on his name tag, we can all take a lesson from his success in marketing his product.

Read More »
Marketing for financial advisors is soooo hard!
Financial Advisor Marketing

Marketing for financial advisors is hard!

With a little bit of creativity, which to be blunt is the last thing on any financial advisor’s mind given all the stress they’re under, you can refocus the lens through which the world sees you. Here are some market-beating social media strategies that are a core holding for all financial advisor and financial planner marketing portfolios.

Read More »