January 21, 2020

Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros

12 minutes

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing:

The importance of honing your key value points when presenting to prospects

Why the Institute for Wealth Management focuses on managing risk first, returns second

How keeping your clients engaged in the process can keep them from abandoning good investment strategies due to lack of understanding

How the Institute for Wealth management works to make advisors prepared to engage with clients

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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: The Institute for Wealth Management| Discovery Data | Global Trend Events

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