Every day, ETFs are expanding in number, assets, and complexity. Now, more than ever, it is important to keep your clients’ best interests in mind as you navigate this evolving landscape. To be successful, advisors must do this without sacrificing client experience, financial outcomes, and overall communication.

Join Carlton Neel, CEO of Chaikin Analytics, and Pete Carmasino, Director of Advisor Strategies at Chaikin Analytics, as they explore the overall ETF landscape and debut a cutting edge platform that improves client communications, offers compliant-friendly reporting, and keeps your clients’ best interest at heart.

Advisors will learn how to:

• Utilize best in breed platforms to communicate with clients

• Perform a model checkup—diagnose your ETF models to ensure that they have the best of the best in each category of asset style and class

• Use techniques to engage with clients and demonstrate best interest practices

• Understand how a forward-looking quantitative rating and customizable reports can help grow your practice and facilitate compliance

After the presentation, the presenters Carlton Neel, Sash Hayman, and Pete Carmasino will be available to answer live questions.