Warren Buffet famously said: “It takes 20 years to establish a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”
Trust is the hallmark of a great reputation. It’s also what clients seek in an advisor above all else. The core message of this presentation is that your reputation – being recognized as worthy of trust and confidence – is second-to-none as a manageable and brandable value proposition.
You can – and must – work intentionally to establish, protect, and enhance your hard-earned professional reputation.
Scott Revare, AIF®, Managing Director, Fi360
Blaine F. Aikin, AIFA®, CFA, CFP® Fi360 and CEFEX, Executive Chairman
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
See Also:
- Fiduciary Conduct and Your Reputation–What’s Trust Worth as an Investment Advisor?
- How 401k Advisors ‘Immediately’ Gain Credibility with Prospects, Clients
Fi360, a Broadridge Company, provides fiduciary-focused software, analytics, and training solutions for financial advisors and institutions. Specializing in fiduciary best practices and compliance, Fi360 helps advisors enhance transparency, reduce risk, and ensure regulatory alignment. Their tools streamline investment management, fiduciary oversight, and due diligence processes.
