TOPEKA, Kan., Dec. 4, 2017 /PRNewswire/ -- AE Wealth Management announces that Co-Founder David Bach has stepped into a new role as Director of Investor Education. Mr. Bach, a nine-time New York Times Bestselling Author, is spearheading the firm's ongoing initiative to offer educational and training seminars where independent financial advisors can glean actionable insights to help their current clients grow wealth and achieve goals, as well as prospect new clients for their practices.
AE Wealth Management launched its series of training seminars during the previous quarter. Hundreds of advisors have already participated, and additional trainings will take place throughout 2018.
Mr. Bach is also kicking off the second day of full sessions at this year's MarketCounsel Summit, speaking Wednesday 12/6/17 on growth by brand development. For more information about AE Wealth Management's investor education and advisor training initiative, please visit https://wealth.advisorsexcel.com/investor-education/.
"A key concern among the advisors we work with, and many of their clients, is the possibility of a market correction in the near future. Our seminars offer turnkey teaching solutions to help advisors get ahead of that concern and prevent clients from making behaviorally influenced decisions in the heat of the moment," said Mr. Bach. "Through our ongoing educational programs, we can provide advisors with guidance and best practices to effectively work with their clients in all market conditions."
Current & Upcoming Seminars for Independent Financial Advisors
- The "Smart Couples, Smart Retirement" seminar program based on the new edition of Mr. Bach's New York Times Bestseller Smart Couples Finish Rich, which is available for pre-order and will be live on January 9, 2018.
- The "Understanding Market Corrections" seminar, an extremely timely and relevant program designed to help them get ahead of current market conditions, which indicate that there could be a correction next year. The seminar provides advisors with insights they need to educate clients about the potential danger of allowing their emotions to dictate investment decisions during market downturns.
- "The Art of the Client Referral," a training program designed to help advisors turn their best clients into effective advocates.
- The "Smart Women, Smart Retirement" seminar based on the new 2018 edition of Mr. Bach's New York Times Bestseller Smart Women Finish Rich, which will begin in the third quarter of 2018.
AE Wealth Management's seminars and trainings offer a time-tested model for advisory practice growth, as evidenced by the firm's expansion since it was established in 2016. AE Wealth Management is experiencing tremendous growth, having grown its total platform assets from more than $590 million at year-end 2016 to approximately $2.6 billion as of November 2017—representing an increase of more than 400 percent. The AE Wealth Management network currently consists of nearly 380 IARs and RIAs who are spread across 225 offices throughout the U.S. The firm achieved its growth without undertaking acquisitions or accepting external capital.
"We are excited that David will be teaching our model for obtaining practice success and growth to the advisors across the country who partner with us," said David Callanan, Co-Founder of AE Wealth Management. "The best practices we have picked up first-hand can potentially help the independent advisors in our network replicate our impressive organic growth for their practices—with their current and future clients benefiting the most from the efficiencies and added value they generate."
Mr. Bach has been teaching people how to be smarter with their money for more than 20 years. He has taught more than 1 million people through live events around the world, and his FinishRich Seminars® featuring content from his New York Times Bestsellers Smart Women Finish Rich and Smart Couples Finish Rich have been taught by thousands of financial advisors throughout North America. Prior to co-founding AE Wealth Management, Mr. Bach was a Senior Vice President of The Bach Group at Morgan Stanley, which managed over half a billion dollars for individuals during his 1993-2001 tenure. He also served as Vice Chairman of Edelman Financial Services from 2014 to 2015, and was a contributor to NBC's Today Show, where he appeared more than 100 times. Mr. Bach's nine New York Times Bestsellers include The Automatic Millionaire, Start Late Finish Rich, The Automatic Millionaire Homeowner, Smart Women Finish Rich, and Smart Couples Finish Rich.
About AE Wealth Management
AE Wealth Management is a registered investment advisory (RIA) firm experiencing tremendous growth, offering an open-architecture platform of investment solutions and practice management resources that independent financial advisors can use to help their clients work towards their financial goals. Advisors can demonstrate greater value for clients and grow their practices by utilizing the cutting-edge technology—and the broad array of investment strategies and asset classes from consistently vetted and monitored money managers—on AE Wealth Management's platform. The insights and tools from AE Wealth Management enable advisors to obtain a holistic view of each client's financial universe in one place.
AE Wealth Management oversees approximately $2.6 billion in total platform assets, including about $2.2 billion in assets under management, and currently works with nearly 380 investment advisor representatives and RIAs in 225 offices throughout the country, as of November 30, 2017. For more information, please visit www.aewealthmanagement.com.
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SOURCE AE Wealth Management