Back by popular demand, the APIConnect committee is proud to offer an opportunity to get your required ethics credit in a fresh, rich way. Attendees will receive 2 CFP Ethics credits and/or 2 IWI Ethics Credits. Registration is required. This class will be led by Melissa Kemp, Executive Director of the Financial Planning Association of Greater Phoenix. In 2017, Melissa developed a fun and interactive Ethics course titled "A Pragmatic Walk Through the Ethical Looking Glass". This course quickly became popular with CFP® professionals, because it incorporated gamification and competition and utilized authentic Anonymous Case Histories from the Disciplinary Ethics Commission. Among the continuing feedback from professionals taking the course, many noted it was the first time an approved Ethics course actually delivered on every required learning objective and carved out time for useful ethics discussions. In 2018, when the CFP® Board of Standards elected to produce its own new Ethics Course in advance of rolling out the new practice standards, Melissa served on the Ethics Work Group volunteering time and talent to shape the new course. Much of her early work proving that fun and interactive courses were possible and could meet the Ethics Learning Objectives opened a path for the final course to integrate many concepts from the Pragmatic Walk Through the Ethical Looking Glass. Melissa’s work with the CFP board enables her to offer a richer delivery of the accredited course as she utilizes Mentimeter, an interactive tool that creates an immersive experience. Ethics education, delivered by Melissa, maximizes the value, which translates in time well spent

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Join the call to learn hear success stories on working with plan sponsors to freeze, terminate or transfer liabilities of Defined Benefit plans, using the current increase in interest rates as the catalyst for change. It is a win for sponsors, participants, and consultants. John Dawson, a Graystone Institutional Consulting Director will share his approach on this timely call. This call will be moderated by Kelly Baumgartner.

Captive insurance companies fly under most FA’s radar. This is where companies purchase insurance coverage outside of the commercial insurance market. Captives are everywhere in corporate America. If you have clients in healthcare, agriculture, transportation, commercial construction, workers comp, environmental, professional services, commercial real estate – there’s a good chance many of them are shareholders in a captive insurance company today.   On this APIConnect call, Graystone Director Cliff White will outline the opportunity set, the key questions to ask to uncover this business in your book, and some success stories. Cliff’s Boston-based Graystone Consulting team specializes in this arena, and assists $6.4Bn of captive insurance assets.

Are there people with whom you just don’t connect? Believe it or not, it could just be a matter of personal style. Understanding your style and recognizing the styles of others can help you better understand what you’re doing wrong and learn what you could be doing to reach them. Featuring Vince Tiseo, Managing Director, Global Head of Business Strategy at Goldman Sachs

Resist the urge to be distracted by alleged spy balloons, advises Andy Rothman. The investment opportunities that post-pandemic China presents are simply too important to get hung up on “doom and gloom headlines,” he says. Andy, Investment Strategist with Matthews Asia, is the featured guest in How China's Reopening Impacts Your Clients' Portfolio, the latest episode of APIConnect. He has spent most of his professional life in Asia - including a lengthy stint as a Foreign Service Officer with the U.S. State Department - and has just returned from an extended stay in China. He shares his firsthand insights into what is driving China’s current economic reopening, offering detailed analysis of steps Chinese officials are taking to embrace political, military and regulatory pragmatism. The result, he says, is a Chinese economy poised to surge. It’s something he believes investors seeking international diversification opportunities won’t want to miss.

Learn how the Professional Alliance Group adds prospecting opportunities for Financial Advisors looking to expand their advisory business through a 3rd party referral program. This discussion will be led by John Michalak. John leads the Professional Alliance group for Morgan Stanley focused on advisor growth and strategic program enhancements.  He has over 10 years of industry experience and has spent nearly 5 years with Morgan Stanley in a variety of roles from Business Planning to Advisory Billing.  Previously, John worked as a consultant for PwC supporting a variety of financial services clients working to modernize their advisory platforms.

This episode of APIConnect features Jeff Embry, an FA who is also a Chartered Special Needs Consultant. Jeff shares his insights into the intricacies, considerations and challenges that come with Providing Services for Special Needs Clients. For Jeff, meeting the needs of this community isn’t simply about serving an underserved niche. For him, it is a personal mission because he has a family member coping with special needs, which drove him to earn his certification and continues to drive him to educate his industry peers about the unique requirements that go into serving special needs clients. Jeff provides an overview of what FAs must understand in serving this segment. He begins by offering an overview of the two types of special needs trusts. He also discusses: • The role of public funding and the “alphabet soup” of government agencies involved • The importance of working with other experts in the field • How life insurance policies, 529s and other tools can be leveraged • Special tax considerations • The need to ask “hard questions” of family members There are less than 2,000 chartered special needs financial consultants operating in the U.S. and this is your opportunity to hear directly from one of the most dedicated as he shares his insights and answers questions from your peers.

Interest rates are rising, financial markets have declined and tax rate increases are on the horizon. Dynamic markets create opportunities for advisors to deepen engagement with clients by offering tax-smart strategies for the current environment. Please join us as we share practical ideas that help initiate planning conversations as well as tax plan solutions that may help clients maximize outcomes while pursuing their financial goals. This session is eligible for 1 hour of CIMA/CPWA Tax & Regulation Credit, as well as 1 hour of CFP credit. Speaker: James A. Bergeron, J.D. Managing Director, Advisor Education, Nuveen Investments

How to use dashboards to promote process into your practice.  Our team of panelists will demonstrate why and how dashboards can visually centralize team management and track what your team does daily/weekly/monthly to help focus everyone on the goals. Panelists: Anna Marie Geehan - Salesforce Tom Adent - TEMPO Vipul Shah - Use Case This call will be hosted by Randy Friedlander & Sheila Davis

APIC is excited to welcome back Liz Varley from Columbia Threadneedle Investments Federal Government Affairs Office as she prognosticates on the upcoming mid-term elections, spending, and geo-politics and how they are dominating Congress's time. Don't miss your chance to ask your own questions and find out what the future has in store.

Back by popular demand, the APIConnect committee is proud to offer an opportunity to get your required ethics credit in a fresh, rich way. Attendees will receive 2 CFP Ethics credits and/or 2 IWI Ethics Credits. Registration is required. This class will be led by Melissa Kemp, Executive Director of the Financial Planning Association of Greater Phoenix. In 2017, Melissa developed a fun and interactive Ethics course titled "A Pragmatic Walk Through the Ethical Looking Glass". This course quickly became popular with CFP® professionals, because it incorporated gamification and competition and utilized authentic Anonymous Case Histories from the Disciplinary Ethics Commission. Among the continuing feedback from professionals taking the course, many noted it was the first time an approved Ethics course actually delivered on every required learning objective and carved out time for useful ethics discussions. In 2018, when the CFP® Board of Standards elected to produce its own new Ethics Course in advance of rolling out the new practice standards, Melissa served on the Ethics Work Group volunteering time and talent to shape the new course. Much of her early work proving that fun and interactive courses were possible and could meet the Ethics Learning Objectives opened a path for the final course to integrate many concepts from the Pragmatic Walk Through the Ethical Looking Glass. Melissa’s work with the CFP board enables her to offer a richer delivery of the accredited course as she utilizes Mentimeter, an interactive tool that creates an immersive experience. Ethics education, delivered by Melissa, maximizes the value, which translates in time well spent

How do you construct and manage portfolios? Join us on a Zoom call with the expert, Jinoy George, product owner of Strategy Builder. He will host a customized APIC session to help you scale your portfolio construction process, whether you use UMA or PM, with Strategy Builder. Strategy Builder enables you to craft dynamic strategies that fit a client’s objectives and easily connect to Investment Screener to simplify the portfolio construction process. Please send your Strategy Builder questions by replying to this e-mail so Jinoy will be sure to include actionable answers in his presentation. Time permitting, we will also address live Q&A. As a member of APIC, this is your opportunity to unpack whatever concerns you may have with Investment Screener and learn more about using this powerful screening tool.

What is your investment process? Join us on a Zoom call with the expert, Phil Shipper, product owner of Investment Screener. He will host a customized APIC session to help you unlock the power behind Investment Screener. Investment Screener is your single source of information across all products and platforms. Phil will show you how Investment Screener can aid you in formalizing and simplifying your customized research process. Please send your Investment Screener questions by replying to this e-mail so Phil will be sure to include actionable answers in his presentation. Time permitting, we will also address live Q&A. As a member of APIC, this is your opportunity to unpack whatever concerns you may have with Investment Screener and learn more about using this powerful screening tool.

Are you optimizing the new Investment Proposal Tool in your practice? Join us on a Zoom call with the expert, Eric Yarmolyk, Executive Director of Morgan Stanley's Advisory Platforms. He will host a customized APIC session to illustrate the benefits and capabilities of the new IPT, which is sure to help scale your practice and leave your clients impressed with a more efficient and robust proposal experience. About Eric Yarmolyk Head of Portfolio Construction and Proposal Platforms at Morgan Stanley Eric joined Morgan Stanley in July 2017 and leads the development of the Investment Screener, Strategy Builder, Investment Proposal Tool, Analytics and Client Summary platforms.  Prior to joining Morgan Stanley he had over 15 years of experience developing and managing wealth management platforms at competing wire houses and independent broker dealers.

Hear from two exceptional experts to help us navigate and potentially capitalize on opportunities in these volatile markets.  Lisa Shalett, our Chief Investment Officer, and Aram Green, Managing Director, Portfolio Manager at Clearbridge Investments will share their views, offer candid advice, and provide actionable ideas in 2022

Join us for the first in a series of calls on Cryptocurrencies and Blockchain.  Our first call will be on Thursday, January 13th at 1 pm ET, 12 pm CT, 11 am PT with an Introduction to Cryptocurrencies,  featuring Denny Galindo, Morgan Stanley’s Managing Director and subject expert.   He will dive into the Morgan Stanley Client Conversation on Cryptocurrencies and address your questions

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Session 3: Prospect & Opportunity Management using CRM It’s time to clean up that pile of post-its, or the excel spreadsheet you may be using to track prospects. Learn how to leverage Salesforce to track and apply methodologies to your leads, prospects and opportunities to drive new business. This session will be led by Carla Jones, a subject matter expert and field trainer. In addition, practical application experience will be provided by Ivie Burns, an APIC member from the Triad Group at Morgan Stanley, who has found great success in systematizing prospecting in his group’s practice.

Session 2: Mastering the basics of CRM Unlock the ingredients of CRM and expose the resources within Salesforce. Insights into the navigation and features like notes, tasks, events, call cycles, recurring tasks, interaction Grid and more will be outlined. The session will be led by Priscilla Abad, a subject matter expert and field trainer. The session will include application insights and experiential guidance from Mark Jacobs, CFP, an APIC member from the Triad Group at Morgan Stanley

Session 1: Introduction to Salesforce CRM with Anna Maria Geehan, Doug Berger and Jeroen Van der Sanden In this session, get a clear understanding of its capabilities and why it’s a game changer for your practice. Doug Berger and his team member Jeroen will discuss the impact Salesforce is having on their practice. An overview of the Salesforce system will be provided by our hand selected Salesforce “ninja” Anna Maria Geehan.

Join us for an enlightening conversation with Sterling Shea and Alison Rooney hosted by the recently concluded APIC Consortium on Virtual Engagement. Our APIC panel will discuss their key findings and explore new ideas on Virtual Engagement. We will hear about current best practices from Sterling and Alison as they take questions from the consortium, such as: How do we define successful virtual engagement? Does success vary based on the type of practice? What are the best practices for creating Brand Awareness in portraying a successful and expanding advisory practice? How to leverage social media as a client discovery and client acquisition?

Join APIC President Adam Warshavsky for an insightful conversation with Liz Dennis, Head of Private Wealth Management. Liz will discuss the current state of wealth management, her vision for the future, and the actions APIC members should think about bringing to their practice today to plan for the road ahead. The discussion will conclude with a robust Q&A opportunity, so please attend with an inquisitive spirit.

Given today’s backdrop of rich markets in stocks and bonds, many investors are thinking more about cash allocations and cash management.  While considering the goals of cash as meeting liquidity needs, stabilizing the portfolio volatility or using it as a place to park until the next move is more certain, there are key considerations in choosing how much to allocate and how to manage it. Please join us for an informative conversation on the latest thinking on these topics. Panelists: Jodie Gunzberg, Graystone, moderator; Avani Dhond-Arora, Private Bank; Jamie Fitzgerald, Cash Director; Suzanne Lindquist, GIO (OCIO)

Policy portfolios are an effective way to align an investment program with long-term financial objectives, while also providing the flexibility to add value through tactical asset allocation and opportunistic investing. Consequently, they are a critical tool for helping institutions and ultra-high net worth families to make investment decisions. However, it is not just these types of investors, but anyone with a long-term horizon that can benefit from the disciplined investment process that a policy portfolio framework underpins. Join us for a discussion with Dan Hunt and Steve Edwards, GIO members and authors of Policy Portfolios: Empowering Long-Term Thinking and Tactical Flexibility, and with APIC member and Barron’s 2020 Top 50 Institutional Consultant, Kristina VanLiew, about policy portfolios and how they can be successfully used to manage client assets.

Join us for a discussion on portfolio construction and generating income in the time of zero interest rates with Jodie Gunzberg, Chief Investment Strategist of Graystone Consulting. Jodie will speak about how to manage income streams while balancing risk targets for portfolios and our outlook for inflation. 2 Unidentified callers Iowa & Wisconsin

All professional athletes rely on a coach to get them to the next level, to be game ready, and grow beyond what they believed is possible; why wouldn't the same apply to a financial advisor? Tun in to hear from the founder of Altius Learning on how coaching can help grow your business and accelerate your success. Guest Speaker: Dave Mullen, Founding Partner Altius Learning

The Covid-19 pandemic has exposed and exacerbated deep fault lines across major sectors of American life and profoundly affected the non-profit sector. Seven percent have closed, putting over one million out of work, and potentially forcing one-third to close or merge.  This presentation focuses on: • critical issues for non-profits to survive and thrive, including the importance of capital and its uses, fundraising in a world of mediated relationships and the importance of the "missing middle" • a view to the future, including the opportunity evident through the shifting focus of non-profits, the development of trust-based philanthropy, a comprehensive re-imagining and redefining of philanthropy itself and factors enabling non-profits to move from resilience to adaptability This call is hosted by Doug Berger and Norm Nabhan and features guest speaker Dr. Bob Seaberg.

Join APIC for a call led by Dan Hunt, Senior Investment Strategist for Morgan Stanley Wealth Management as he talks with Joe Foster, PM from Van Eck International Investors Gold Fund for over 22 years. The call will explore the use of precious metals as a portfolio diversifier and inflation hedge - join us for a great discusion on this timely topic.

The question isn’t “to plan or not to plan?” because we know the answer is “Yes to planning!”.  The question is how to get started with planning?  How to find the low hanging fruit when starting to plan?  Is GPS or Lifeview the right system for my client?  Is GPS or Lifeview the right system for my practice?  Can I use both?  How can a WAA help me?  What are the pros and cons of both systems?  How does planning effect my net revenue? Tune in to hear from experienced FA’s and a WAA that is transitioning to an FAA to answer these questions and you can ask questions of your own.  We will discuss how we are building a deeper connection with clients and their investments through the planning process, regardless of which planning system you favor.

Join your fellow APIC Members for a watercooler chat on the topics you bring up during this live interactive call.

The 2016 presidential election was decided on very narrow voting margins in several highly competitive states. It was also the first election where social media played a significant role and polling data was less reliable in capturing voter sentiment. The 2020 election looks to have more of the same. The control of both legislative branches is in question too, although in a reverse of 2016, Republicans must defend more seats than Democrats. And the 2020 election takes place with the challenge of voting safeguards. Health safety in an epidemic and greater awareness of outside interference in the election. In this session Elizabeth Varley, from our Federal Government Affairs office & Dave Goodman, Equity Analysts will provide a look at the political environment and address • The path to victory for each Presidential candidate • The tight Senate races • The polling data that is most helpful in projecting the result • How prepared are states to manage mail in voting? • What has history told us about the markets during and post a presidential election • How do specific sectors react to a Democrat or Republican President?

With unprecedented volatility in today’s markets it is more important than ever to ensure that your portfolio construction is well grounded. Join us for an interview with Jodie Gunzberg, Graystone Chief Investment Officer. Among the topics Jodie will address are: the common misperceptions of portfolio diversification; the efficiencies of indexes and identifying managers that truly create alpha; where to find income now; and strategies for effective portfolio rebalancing. This presentation is designed to be interactive, so please be prepared to ask questions to address the portfolio construction concerns in your practice. This session will be moderated by APIC President Elect, Adam Warshavsky.

The COVID-19 pandemic has led to a waterfall of legislative action, stimulus funding, and a significantly impacted market. Learn about actionable client ideas to both protect against and take advantage of the current environment from a number of perspectives, including estate planning, tax mitigation, small business relief and more. Speakers: • Joel Friedlander, Managing Director at Ernst and Young, will provide a legislative overview and expert thought leadership around actionable client insights. • Elly Christoff, Executive Director and Head of Tax Services at Morgan Stanley, will touch upon resources at Morgan Stanley that can help advisors execute on those client insights, client-approved COVID material, and more.

Alternative investments have always been top of mind for large institutions, however implementation at the individual, or high net worth level, has always been more difficult. Over the last several years, registered alternative investment products have grown in number and popularity. This includes registered hedge funds, private equity, BDC’s, non-traded REITS and interval funds. Today we will discuss how this asset class continues to grow for HNW investors, but also how advisors need to remain selective, as well as stay educated on both the benefits and the risks that come with the expansion of registered products. This call will be hosted by Cheryl Carpenter, and features Michael Rosloniec, Brian Miller and Dan Maccarrone (GIMA)

Join us for an interactive discussion with Lisa Shallet and Bob Scherer, to hear Lisa discuss the firm’s current and forward looking themes while Bob poses frequently asked questions from some of his recent client meetings. In this session we will hear the narrative from the firm, and how to tailor that to the difficult questions our clients are asking. Come with your own questions, and listen in to help prepare for conversations with your clients and potentially difficult questions to come! This call will be introduced by APIC President Maureen Shuler.

Join Bill Nave as he moderates a discussion between Sheila Davis and Andrew Carter. This dynamic group of advisors have unique experiences hiring FAAs, going through the FAA program themselves, or managing FAAs. This call will be relevant for advisors who are FAAs, wish to hire an FAA, or management who are looking for best practices. Do not miss this opportunity to gain valuable insights!

Join APIC President Mo Shuler as she moderates a discussion with Michael Stein, Morgan Stanley’s Washington DC Gov’t Relations and liaison partner. Michael will discuss the PPP/EIDL/EIDG and the other loan programs (e.g., MSLP) that will be available for small and midsized business. We will also touch on the Morgan Stanley Newtek referral program. Do not miss this opportunity to gain valuable insights!

Join your APIC colleagues for an open discussion about the events of the past two weeks and their tips for success.

Join your APIC colleagues for an open discussion about the events of the past two weeks and their tips for success.

Join your APIC colleagues for an open discussion about the events of the past two weeks and their tips for success.

Join your APIC colleagues for an open discussion about the events of the past two weeks and their tips for success.

Follow along with Jeff Decker and Rich Hazzouri as they discuss recent enhancements and underutilized gems already available on 3D Client Reporting. Watch Jeff and his team showcase their best reporting capabilities and favorite functionality. This is a screen-share event that you won’t want to miss. A video version of this is available on the APIC Website

Join Elizabeth Peterson and Michael Foley to learn how to be comfortable and confident using the power of Investment Screener to significantly speed up your process for investment due diligence among other benefits. Vanessa Trutt will share a brief comment on why to adopt the use of the tool into your practice. Several case studies on how to do a stock search, specific manager or product type, screen for GIMA status, find CIE reports, and save your screening so it auto-updates!

Join Bill Nave, Chair of the Teaming/Best Practices Connection Point, as he moderates a discussion with Alan Cumming and Christian Maguire. All three advisors have had successful experiences in transitioning books of business, but they also have some really important “lessons learned” to share. This call will be useful to many types of advisors – those considering or planning for their own retirement, those considering accepting a retiring advisor’s book, and managers attempting to garner best practices. We hope you enjoy!

Join Elly Christoff, Executive Director and Head of Tax Services at Morgan Stanley, will discuss how to engage with the Firm’s recently launched Tax Planning and Preparation Network and the benefits to your clients and practice. Presenter: Joel Friedlander, Managing Director at Ernst and Young, will then provide tax planning insights focusing on lessons learned from the 2018 tax filing season; 2020 tax planning considerations; and estate & gift tax planning commentary

Join Jim Tracy for as special presentation as he reviews the current state of the financial services industry, our pricing relative to the competition, and the services that we must be providing in order to remain competitive. Please join this interactive discussion, hosted by APIC’s incoming President, Maureen Shuler, that concludes with Jim’s “7 Simple Steps to Success.”

Join us as we hear from the architects of two recently launched initiatives – The Insurance Accreditation Program (IAP) and Advisory Annuities along with success stories from your peers on planning strategies which are especially timely in this market climate of low interest rates and high exemptions for estate, gift and generation skipping taxes. During this call, you will hear the highlights of these resources and how you can participate or include them in your business planning for next year. You will walk away with actionable ideas to drive new business and better client solutions. Joseph Toledano, Managing Director, Head of Annuities & Insurance Laura Assomull, Vice President, Annuities & Insurance Chuck Toth, Executive Director, Investment Solutions Platforms Dean Eisen, CIMA, Family Wealth Director, Executive Director, Institutional Consultant, Graystone Consulting This call will be hosted by Sheila Davis

Join Elizabeth Peterson as she talks with APIC Board member & Technology Connection Point Chair Sue van der Linden as part of a series of discussions about small changes you can make to leverage firm technology in your practice to save time, aggravation and lost effort over time. On this call: • Learn how to incorporate WealthDesk into your daily routine • Get tips on what to look for first so you can take corrective action • Learn how to use WealthDesk when preparing for a client meeting • Find and clean up those pesky small accounts with WealthDesk to avoid fees • Find problems before they’re problems leveraging WealthDesk Firm representatives Arvind Ramakrishnan, Venice Angeles and Priyasha Gupta will also be available on this call

Join Cheryl Carpenter for a discussion on the thought process to integrate alternative investments into client portfolios – with a focus on Private Equity and Hedge Funds, along with how to work with the firm to implement as practitioners. The discussion will also include the process the firm undergoes when adding new alternative managers. This call will feature APIC members Michael Rosloniec and Brian Miller who will discuss how they integrate alts into their client portfolios based on client objectives and Daniel Maccarrone will discuss how the firm works to support advisors with the alts process, and the process the firm undertakes to vet new managers

Join APIC Members Susan Yelen, Kelly Baumgartner, Marybeth Emson and Geof Close to learn how to finish 2019 on a high note, and position yourself for a jump start to 2020. Listen to what these APIC colleagues are doing to end the year – why try to reinvent the wheel when you can get great ideas that are already working?

APIC’s past, present and future is about sharing our best to deliver our best to our clients. Whether that be techniques for building better portfolios, developing new business, creating stronger teams or learning to smartly navigate our technology -- the real reward of your APIC membership is connecting and engaging with your peers. On behalf of the APIC Board, Adam Warshavsky is introducing «APIC Connection Points», a newly designed structure for both sharing best ideas and the search for innovative solutions to our common issues. In addition, Adam will highlight the Top 10 ideas generated from the Social Network session at our annual conference.

What if there were a way you could produce more income for your clients by barely lifting a finger? A low-risk service that could increase their investment capital and, in turn, boost your profitability? Thanks to foreign withholding tax recovery, such a service exists. Each year, investors over-pay billions of dollars of withholding tax on foreign dividends, failing to realize that double taxation treaties afford the opportunity to pay lower tax bills. Fortunately, GlobeTax, the world’s leading provider of tax recovery services, can help investors secure the most favorable tax rate and reclaim any over-withheld taxes. GlobeTax manages the entire tax recovery process on behalf of you and your clients, requiring minimal investor or advisor effort. The firm’s fees are fully contingent. GlobeTax doesn’t get paid until your clients recover funds, aligning incentives and providing a win-win environment. Signing up with GlobeTax increases your clients’ returns, which in turn will increase their satisfaction with you. This call will was hosted by Keith Dressel.

Is your own Wealth at Work optimized? Are your MS Executive comp plans optimized ? Are your clients optimizing their Executive Comp plans? Join us to be confident that you know all about how your Morgan Stanley Executive Compensation Plans work? Confirm you are optimizing your choices and learn where to go for that information. Experience how to help your clients do the same. On this call we will go over one of Morgan Stanley’s wealth building plans and how it differs from qualified plans and how it compares to what a MSWM FA might run into with a client at their place of work. This will provide a deeper sense of how Columbia Threadneedle can work with you on your client cases. Featuring Abram Claude, Jennifer Kiffmeyer, Keith Dressel

How can you help your clients reduce risk in their portfolios and improve your business at the same time? PRP gives new tools, perspectives, and client output around portfolio risks to help engagements with clients and prospects. For those who have leveraged it, the platform has already proven to be valuable in attracting significant new client assets and prospects to Morgan Stanley. Shining light on risk triggers clients to rethink how they look at their portfolio – and this tool helps bring that risk to light. With PRP, we can more readily generate reports to share with clients and prospects – illustrating how various market environments may affect their holdings. Listen to how 3 FAs have leveraged this tool to show their clients a new perspective, and to improve their business.

Hear how a resistant Financial Advisor learned to embrace technology with the help of his Field Trainer. The many and various digital tools that have recently been released is overwhelming. But this trainer took his FA from 0 to 60 in no time flat! Learn which tools have been most valuable and how you can get started on your own technology journey today. Featuring Kendrick Dunn and Kurt Schwartz

Join Rich Brown as he reviews the 2019 FA Comp Plan with Keith Porco, Adam Razov, Christian Maguire and Pat Carney

Retire Smart and continuing to serve your clients best interests —hear from your Peers who are successfully transitioning their books using the FAP program: What they did to prepare, What they wish they had known and How they communicated to clients. With Geoffrey Close, Peter Costello, Rich Brown, Anita Oplotnik and hosted by Lisa Blonkvist

Join Keith Dressel with Michael Foley and his team as they review WealthDesk. This call was conducted with a Skype screensharing session.

Join Susan Yelen and Geof Close as they talk with Wayne Choisnet, Randy Friedlander and Judith Schwartzbaum about how to maximize the customer experience.

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Join APIC member Chuck Rosenfield as he hosts Kevin Lynyak to discuss using MAPS portfolios

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Jim McDaniel talks with Dustin De Vincentis, Michael Bennett and Jim Adams.

WealthDesk is coming to your desktop soon! WealthDesk brings you a 360 degree, relationship-centric view of your book of business, with actionable insights to proactively manage and grow your advisory relationships. Through WealthDesk we can manage advice at the household level which will include tracking goals, assets and liabilities. We can group related clients together to show the entirety of the relationships to better implement advice across households. We will also be able to tie accounts to a single asset allocation recommendation to meet a goal when using one or more accounts. Client Relationship Grouping Portfolio Grouping Client Experience Listen to Michael Foley and the architect of WealthDesk Arvind Ramakrishnan explain this exciting new tool.

David Bokman and Lisa Blonkvist discuss bringing Family Office Resources to your UHNW clients in your current book of business. The FOR Resources presentation is available on the APIC website, Resources Tab > Calls & Webinars Menu

Join the APIC Standard Of Care team as they discuss the construction of our official guide for delivering value to your clients through an established standard of care. Learn what APIC Advisors deliver to their clients over 6 distinct service categories – from discovery, portfolio construction and execution to value-add client appreciation. Since applying a new standard of care can be a daunting task, the advisors on the panel will suggest how and where to get started. This is a call you don’t want to miss!

Join us for an in-depth discussion about how Salesforce is re-shaping the MSWM platform. Keith Dressel will be moderating a conversation with Matt Dombroski (Institutional Wealth Services), Megan Geisen (Digital) , and Jonathan Swanson of the Swanson Group detailing where we are today with Salesforce functionality, what’s on the horizon, and most importantly, how it can help your practice. Wednesday, April 18

It is a goal of APIC to deliver applicable intellectual capital found at the APIC annual Conference throughout the year via monthly presentation calls featuring members around the country who are passionate, competent, and eager to educate. This is a call not to be missed!  Mark your calendar for the next monthly call scheduled for Thursday, March 1 at 1pm EST.  This month’s featured speaker will be Franco Piarulli, an APIC Board Member and Institutional Consultant with the Dobb’s Group at Greystone Consulting. The Dobb’s Group has been the #1 ranked Institutional Consultant by Barron’s Magazine (2015, 2016, and 2017).  Franco’s tenured experience in the institutional marketplace will demonstrate how his institutional team may implement GIC ideology into a client portfolio.  Topics of discussion will be Asset Allocation Optimization with GIC themes, implementation along with investment vehicle choice, and more importantly shifting the allocation when necessary.  Franco will touch on how The Dobb’s Group has navigated recent market volatility. The presentation call will be moderated by our Past President, Rich Hazzouri, an institutional consultant himself.  Whether you are a retail high-net worth advisor or perhaps you may dabble in the institutional arena, you can apply Franco’s methodology to your practice for an added level of sophistication and differentiation to your practice. Do you have a topic you are passionate about and would like to educate other members thirsty to learn?  If so the Oracle wants to hear from you!  Please consider raising your hand to host a presentation call to the membership about something you may be working on that could help others:  a new idea, a new way of doing something.  Perhaps you found a new technology or service applicable to your practice that we should know about.  Education, teaching, and sharing of ideas have been hallmarks of APIC since its inception and our success is determined by the sharing of our own intellectual capital. The Call will be held on Thursday March 1 at 1pm EST.  The dial in for the call is (720) 820-1690.  No PIN required.  Please join us!

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Join APIC members Mary Deatherage and Doug Berger as they talk about the pitfalls of partnerships and how to maximize your opporunity for success.

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