Webcast: Investment Planning Re-Created: New Stragegies for

In this unparalleled moment in the history of the markets, conventional investment wisdom simply won't work. The strategies that have been gospel to many investors over the last century have become inconclusive. An additional complication is that investors who try to keep up with the changing financial landscape can often panic and regret their earlier decisions. Join Jeffrey Rattiner as he leads a comprehensive discussion on how you can develop an investment plan in these unchartered times that will weather the many different storms pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market and combine investments for best results. This dynamic class will help you increase your client base, and fees, with a proven and effective approach that allows you to incorporate client investment strategies into your practice.
The course will also provide tools to help you keep score and measure success. You'll leave with a clear understanding of how to build, sustain and evaluate your clients' portfolios in today's precarious investment climate.