Take the Next Step for Your CWS

Take the Next Step for Your CWS®

The Certified Wealth Strategist® is proud to introduce our Continuing Education alliance with the Lennick Aberman Group. Their keen insights and cutting-edge work in the field of Behavioral Finance is a perfect complement to the knowledge, skills, and activities that drive the successful CWS®.

As CWS designee, we would like to offer you the opportunity to build greater effectiveness with your clients by attending the CWS®/Lennick Aberman Behavioral Advice program. This 2-day instructor-led program will not only help you as the Advisor make better decisions, but will empower you to help your clients make better decisions as well. It is truly an experience not to be missed.

Behavioral Advice Services Program
Presented by the Lennick Aberman Group

October 25-26, 2010 - Atlanta, GA at Airport Hilton

March 28-29, 2011 - San Francisco, CA

May 2-3, 2011 - Philadelphia, PA

Don't miss this exciting opportunity to improve client
decision-making, portfolio performance & differentiate yourself.

Cost: $1,770

*14 hours of CWS® & CFP CE® credit.*

Registration fee includes:

All workshop training components, lunch and am/pm breaks
Training binder, including workbooks for each session
Pre and post-work materials
Competency assessments – Perceived Stress, 4 R’s, BASA (behavioral)
Personal trackers and action templates for development
Values card deck (Values exercise)
E-Motions card (Freeze exercise)
The Behavioral Advice Audio Series (15 clips)
The Alignment Model Audio Series (15 clips)
White Paper Research Study on Moral & Emotional Competencies that Predict Success
PLUS: one-year subscription to Integrating Behavioral Advice with Your Clients (IBA) Webinar Series ($199 value), which consist of a one hour, monthly webinar coaching session coordinated by the Lennick Aberman Group

MEASURABLE BUSINESS IMPACT
Data from 2009 for advisors who completed the Lennick Aberman Group’s Behavioral Advice training in 2008 (compared to a demographically similar group who did not participate) showed measurable increases in the following areas:

Assets Under Management
Client Acquisition
High Value Client Acquisition
Financial Planning Fees
Strength of Financial Planning Relationship with Clients
At the same time, Client Attrition decreased significantly for participants.

Note: All of the measurements took place during what has been referred to as the "greatest economically challenging time since the great depression".

BENEFITS FOR ADVISORS
Workshop participants have consistently cited the following benefits to their financial planning practice:

Shifts the value proposition to your role as an advisor, rather than as a money manager
Establishes a values-based approach to financial-decision making
Helps you and your clients better understand emotionally-charged reactions to
Offers a value-add and point of differentiation when compared to other advisors
Delivers superior portfolio performance*

*Research Note: Ameriprise research study over four-period from 2001-04 showed that advisors who demonstrated high levels of moral and emotional competencies delivered an average return on investment of 24.7% during the four-year period, nearly doubling the S&P500’s performance of 14.3% during the same period. Source: White Paper - Ameriprise Research Study

More about the Lennick Aberman Behavioral Advice Services Program (PDF)