Raising the Bar With Sean Walters
The competitive landscape in the wealth management industry has evolved meaningfully in the post-pandemic period.
One trend, backed by both anecdotal and survey research, is that referrals and in-person first impressions are growing less important for clients seeking new advisors. Instead, more people are searching for advisors online, and in that setting, the credentials behind the advisor's name start to matter even more.
As the CEO of the Investments and Wealth Institute, Sean Walters is well acquainted with these developments. Their result is that many attractive clients are now much more educated and informed about what an advisor should know and do for them. On this episode of the Ask the Retirement Expert podcast, Walters speaks with ThinkAdvisor Senior Reporter John Manganaro about the importance of ongoing advisor education and an unwavering commitment to a high ethical standard.
During the episode, Manganaro and Walters also discuss:
- Recent updates to the IWI’s three main advisor accreditations.
- The evolving expectations of affluent clients.
- The tailwinds and challenges facing RIAs and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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