Institute for International Research

Advisors Education and Training Best Practices – Effective Strategies to Highlight Benefits of the Progressively Developing Sector

• Differentiate your UMA programs from emerging competition in the model-driven world by effectively marketing your UMA wealth management platform to clients
  
• Expand your UMA platform's reach through integration of 401(k) and other retirement programs in your platform
  
• Discover supporting sources for marketing and training programs for financial advisors
  
• Stress the importance of targeting advisor education to the specific type of UMA product being offered
  
• Understand the difference between "product-oriented" UMAs and "consulting-oriented" UMAs
  
• Match products to clients needs through detailed training of the consulting process
  
• What are the particular situations when to use UMAs and when not to use UMAs?
  
• Determine the essential differences between UMAs and traditional managed account products
  
• The importance of teaching advisors the ins and outs of overlay management—its benefits and shortcomings
  
• Sensitize advisors to the disclosure issues and performance reporting issues raised by UMAs
  
• How to make sure advisors understand the benefits and limitations of UMAs and how to explain them to clients

Experts in advisor education and investment consulting:

Leader:
J. Gibson Watson, III, CIMA®,
PRIMA CAPITAL HOLDING, INC.

Stephen R. Mullin,
USBANK, PRIVATE ASSET MANAGEMENT

Scott Summerford,
1ST GLOBAL

Mark Staples,
WACHOVIA