Best Practices

In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.


LinkedIn or Left Out: Successful Networking in the Digital Age
Published in Investments & Wealth Monitor, November/December 2009

In the time it takes to read this sentence six new people will have signed up for LinkedIn (www.linkedin.com), 60 will have joined Facebook (www.facebook.com), and 6,000 will have tweeted on Twitter (www.twitter.com). Who cares? You might, if one of the folks involved was a client, top prospect, or important center of infl uence, and what they posted about themselves online opened a door to conversation and a deeper relationship between you. Read the article.

 

 



 

Audio Broadcast: What to Expect
from Washington in 2012
February 16, 2012 I 4:15 PM ET

         Register Now I Archives

Best of IMCA: Minneapolis
February 22, 2012 I Minneapolis, MN 

         Register Now I At-a-Glance

Best of IMCA: Toronto
March 21, 2012 I Toronto, CAN 

         Register Now I At-a-Glance

2012 Annual Conference
April 23-24, 2012 | National Harbor, MD
(near Washington DC)

         Register Now | Program

Best of IMCA: Denver
May 24, 2012 I Denver, CO 

         Register Now I At-a-Glance

Best of IMCA: Dallas
June 28, 2012 I Dallas, TX 

         Register Now I At-a-Glance

IMCA Essentials of Investment
Consulting Certificate Program

         Register Now I Learn More