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Build Your Business for the Future

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

If you have any questions, please contact EventsTeam@envestnet.com.

This session is currently approved for one (1) CFP® credit and one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. What piece of the growth equation must come first?

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* 7. According to our BlackRock Investor Pulse survey, a client’s greater understanding of the process and how an advisor mitigates __________ will lead them to invest more

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* 8. Whether you build bespoke portfolio, use models as guidance, or completely outsource, your _____ should remain constant.

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* 9. Which of the following is NOT a part of the investment process

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* 10. With whom should your service model begin?

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* 11. Which is NOT a benefit of a team?

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* 12. What is the difference between a team and a ‘fully’ functioning team?

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* 13. The bedrock principles that the team stands behind and deliver externally to clients are?

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* 14. Which is NOT part of ‘Capacity for Trust’

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* 15. When is it important to remind your clients of your value and value proposition?

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