Warren Buffet famously said: “We can afford to lose money – even lots of money. But we can’t afford to lose reputation – even a shred of reputation.”

Trust and confidence are the hallmarks of a great reputation. They are also the qualities clients seek in an advisor above all else.
Join us for a webinar presentation with CEFEX and FMG Suite as they discuss how your reputation is second-to-none as a manageable and brandable value proposition.

CEFEX (Centre for Fiduciary Excellence) provides certification for independent advisors, which can be a highly effective way for IARs to differentiate themselves in the marketplace and strengthen their own brands.

This session will compel you to think about your organization’s reputation and take stock of:

  • How a reputation is established
  • The tangible value of reputation
  • The fragility of reputations – and the high cost of reputational damage
  • Examples of special regulatory, litigation, and reputational risks advisors face if they do not carefully attend to their fiduciary obligations
  • How to strengthen, manage and promote your reputation and brand.

Join us to discover the value in establishing credibility for your advisory.

If you’d like to learn more about CEFEX, please contact Tim Nowak, Business Development Manager, 412-657-3959, [email protected]. As a thank you for joining this webinar, you can enjoy $300 off your setup with CEFEX.

Click here to download the slide deck.

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