A SPECIAL FMG SUITE LIVE WEBINAR

How Much Is Your Reputation Worth?

April 23rd @ 10:00 AM PDT

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.

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 and their plan sponsor clients face if they do not carefully attend to their fiduciary obligations
  • How to strengthen, manage and promote your reputation and brand.

Join us on April 23 at 10:00 AM PDT to discover the value in establishing credibility for your advisory.

Can’t make it at this time? RSVP and you’ll receive a playback video after the webinar to watch on your own time!

To learn more about CEFEX, please contact Tim Nowak, Business Development Manager, 412-657-3959 or tnowak@cefex.org.

Register Today!

Fill out this form to sign up for the webinar.

SPEAKERS:

Blaine Aikin

Executive Chairman of Fi360 and CEFEX

Blaine Aikin is Executive Chairman of Fi360 and CEFEX, Centre for Fiduciary Excellence and a recognized thought-leader in the field of financial advice and fiduciary responsibility. He has been named to Investment Advisor magazine’s IA25 list of the most influential people in the investment advisory community and one of the ten most influential individuals in the 401(k) industry by RIABiz. He served as a Director on the CFP Board of Standards from 2012-2016 and as Chairman of CFP Board in 2017.

Mike Woods

Compliance Chief and Content Wizard, FMG Suite

Mike Woods is one of the original founders of FMG Suite, and he currently serves as the Compliance Chief, Content Wizard, and host of the FMG Suite podcast, “Market in Motion.” As Content Wizard, Mike serves as the financial services industry Subject Matter Expert for the Content Team, and submits the content to FINRA. Mike was the architect who created FMG’s 400+ piece content library. Mike also is a Registered Principal, and holds the Series 7, 24, and 66 licenses with FINRA. You can catch Mike’s “Market In Motion” podcast through www.fmgsuite.com.