HomeWealth ManagementActual Property Making an investment: Tapping the Untapped Call for for Recommendation

Actual Property Making an investment: Tapping the Untapped Call for for Recommendation


Funding actual property is an asset elegance with a time-tested report of establishing wealth, but person who many monetary advisors have built-in most effective partly into their practices. To know about advisors’ attitudes towards and enjoy with actual property funding, Wealth Control IQ in partnership with Learned Monetary just lately performed an in-depth survey of advisors. 

This webinar will provide the highlights of the most recent analysis, speak about its implications and be offering insights into what advisors would possibly want in an effort to make knowledgeable suggestions to shoppers about actual property and the way advisors can maximize the asset elegance for his or her shoppers and their practices. 

Particularly, the webinar will quilt:

  • The scope of the chance: what number of shoppers personal funding assets? 
  • The precise allocation to business actual property
  • The forms of recommendation and investments shoppers are in quest of
  • Learn how to very best get admission to actual property funding alternatives
  • The place advisors can flip for make stronger

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit were implemented for and are pending approval.

Produced by way of

 

 

Subsidized by way of

 

 

David Bodamer – Host

Government Director of Content material & Person Engagement

Wealth Control Actual Property

 

Kristin Letourneau, PhD

Vice President, Analysis

Informa Interact

 

Drew Reynolds

Leader Funding Officer

Learned

 

 

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