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What are the best ways to find ETFs, prioritize your clients’ best interest, and mantain compliance as you navigate this evolving ETF landscape?

There's still time to register to discover the keys to putting your clients’ best interest at the center of your practice, while also boosting client relationships and growing AUM. Find out the best ways to maintain compliance with the Department of Labor (DOL) fiduciary ruling regarding financial advisors and client best interest.

The hosts, Carlton Neel, Pete Carmasino, and Sash Haman, are part of the incredible team behind Chaikin Analytics, winner of the 2019 WealthManagement.com Industry Award for "Best Research Provider."

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They'll cover how to:

• Perform a model checkup—diagnosing your ETF models to ensure that they have the “best of breed” in each category of asset style and class
• Use new techniques to engage with clients, enhance client communication, and demonstrate best interest practices
• Understand how a forward-looking quantitative rating and customizable reports can help grow your practice with a compliant process
• Learn new tools and strategies to grow your practice and AUM

P.S. Can't attend? Register anyway and you'll be sent a complimentary recording! Click here to reserve your seat.

Chaikin Analytics, 1500 JFK Blvd, Suite 220 Philadelphia, Pennsylvania 19102 United States