Join the Investment Knowledge Circle committee’s lively discussion on the importance of Investment Knowledge. The session will discuss the value that Financial Advisors will gain from participating in the Investment Knowledge Circle calls. The investment landscape is continuously changing and there are many methods and resources available to keep up with the changes.
There has been a shift in the industry to take a more passive approach. We think the idea that financial advisors don’t need to develop investment knowledge at all is absolutely wrong. If you have outsourced your investment management to this point, do you feel comfortable with your level of investment expertise when clients ask specific questions? What do clients expect from you when they ask about individual stocks? And what are client expectations when it comes to your knowledge of investment markets?
The greatest value of the session will be the chance to hear from and share with your peers, other advisors. We will explore best practices that we can all use to give our clients the best possible experience and push our profession forward.
Hosted by FPA Investment Knowledge Circle Committee member Freddy Garcia CFP, MBA and Vice President of Investments at Left Brain Wealth Management.
