We love seeing our Choreo teammates share their #insights with industry colleagues and professionals. Congratulations to senior director Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA® for being featured in FA Magazine’s article “Advisors Seek More Certifications to Attract Wealthier Clients, IWI Says.” Dorothy shared her perspective on why it’s important to foster certifications and educational opportunities to better support and help clients with their wealth management needs. Thank you karen demasters, Investments & Wealth Institute and FA Magazine for highlighting Dorothy! Read the article here - https://lnkd.in/gfupTryz #Thoughtleadership #Choreo #WealthManagement
🌟Thrilled to Share Insights from Our Own Board Member, Dorothy Bossung!🌟#FinancialPlanning #WealthManagement In a recent feature by Financial Advisor Magazine, Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA® a member of the Investments & Wealth Institute’s Board of Directors, shares her expertise on the evolving landscape of wealth management. Dorothy underscores the critical need for advanced training and certifications among advisors targeting high-net-worth clients. 👉Dorothy — a senior director at Choreo Advisors — holds all three Institute certifications. She said she feels these credentials provide her empowering resources to help clients. This is especially true when servicing high-net-worth clients, which is her focus. Other industry credentials provide good, broad-based information “but they do not apply as much to high-net-worth clients. These clients require specialized training,” said Dorothy. The Institute’s Certified Private Wealth Advisor (CPWA®) certification is designed specifically for seasoned advisors and wealth managers who work with - or who want to work with - U/HNW clients. 💗We deeply appreciate the efforts and expertise of our all-volunteer Board of Directors. Read the full article here: https://lnkd.in/dvxC_B5g #AdvancedTraining #Investments&WealthInstitute #Leadership #FinancialPlanning