Clients Ethics Webinar 
Nerd's Eye View
JULY 8, 2024
Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.
Nerd's Eye View
JULY 17, 2023
Our newest course on Life Insurance Policies adds to our existing programs on reviewing Tax Returns and navigating Estate Documents as well, and we're committed to continue to expand our financial advicer curriculum in the years to come!
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Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.
Nerd's Eye View
JULY 19, 2023
At a high level, every IAR who is registered in a state requiring CE must complete a total of 12 CE credits each year, comprising 6 credits of Ethics and Professional Responsibility and 6 credits of Products and Practice.
Brown Advisory
OCTOBER 28, 2021
To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
Brown Advisory
OCTOBER 28, 2021
Raising Women's Voices Webinar Series. To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . .
Midstream Marketing
DECEMBER 10, 2024
Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. They must attract potential clients attention. When they achieve this, they can build solid relationships with potential clients and grow their business.
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