Manage Change Like a Rock Star and Still Have Time for Lunch

Overview

In this unprecedented time, conventional investment wisdom won’t work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You’ll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You’ll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times.

Highlights

• Personal and business impact of change.
• Change resistance
• Six emotions and stages of managing change.
• Resilience

Objectives

• Recognize the personal and business impact of change.
• Determine strategies to unravel change resistance and move forward successfully.
• Specify and explain the six emotions and stages of managing change.
• Understand how to help your colleagues, your team and others become change resilient.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.