Thought Leadership and Best Practices –
Implications for Investment, Insurance & Distribution Companies!
Financial planning best practices can be understood in two different ways:
- Best Practices that provide training in the form of a large “vocabulary test” in personal finance for those whose primary planning skills focus on gathering and inputting client data in automated software programs, or
- Best Practices that develop professional analytical skills for those who seek mastery in financial planning.
A major difference between the two is that the latter are better at knowing “what they don’t know” and therefore more likely to “do no harm”.
What type of Best Practices are you seeking?
Attend our webinar to get a top level view of RIIA’s thought leadership best practices as taught in the forthcoming BU and SSU programs.