Resources & Tools

The Art of WOW 700 350 IMEA

The Art of WOW

This program helps you systemize “WOW” across your practice – helping you cultivate loyalty among existing clients and attract new business.

Practice Management Insights 700 350 IMEA

Practice Management Insights

Opportunities and insights on how to engage with clients and manage your business.

Tax Cuts and Jobs Act 700 350 IMEA

Tax Cuts and Jobs Act

Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Help your clients understand how it will affect them.

Portfolios Designed to Stand the Test of Time 700 350 IMEA

Portfolios Designed to Stand the Test of Time

flexible, cost-efficient asset allocation framework.

Client Calculators 700 350 Andrew McClellan

Client Calculators

Interactive tools you can use with clients to map out their financial plan.

Webinars That Work 700 350 Andrew McClellan

Webinars That Work

How to plan and promote memorable Virtual Events.

War on Stress 700 350 Andrew McClellan

War on Stress

Addressing rising stress and its concerning negative impact

The Age of Anxiety 300 150 Andrew McClellan

The Age of Anxiety

Professional fund buyers seek alpha, diversification — and defense.

The Case for International Small-Cap 700 350 IMEA

The Case for International Small-Cap

International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.

Think Small: International Small Cap Offers Big Opportunities 700 350 IMEA

Think Small: International Small Cap Offers Big Opportunities

Market inefficiencies in international small cap have allowed active managers to add meaningful value.