Curian Capital Expands Advisor Education Workshops; Peak Performance Program Assists Advisors with the Transition to Fee-Based Business.DENVER -- In order to further capitalize on Cap´i`tal`ize on` v. t. 1. To turn (an opportunity) to one's advantage; to take advantage of (a situation); to profit from; as, to capitalize on an opponent's mistakes s>. its successful roster of advisor training programs, Curian Capital today expanded its offerings to include Peak Performance, a new series of advisor education workshops. The Peak Performance program consists of three interactive courses that are designed to help advisors make the successful transition from commission- to fee-based business, understand the nuance of a fee-based model and improve the efficiency of their practices. "Peak Performance is much more than a typical training course -- it's an interactive workshop that provides practical, effective tactics to help advisors increase the breadth of services they offer to their clients and minimize the challenges inherent in a transition to a fee-based business," said Dan Maurer, SVP SVP S'il Vous PlaĆ®t (French: Please) SVP Senior Vice President SVP Schweizerische Volkspartei (Swiss People~s Party) SVP Society of Vertebrate Paleontology SVP Social Venture Partners SVP St Vincent de Paul of Marketing for Curian Capital. "Furthermore, participants may also be able to earn firm element continuing education continuing education: see adult education. continuing education or adult education Any form of learning provided for adults. In the U.S. the University of Wisconsin was the first academic institution to offer such programs (1904). credits by completing the course. Ultimately, Curian is committed to establishing strong partnerships with advisors, supporting them with education and guidance that complements our consultative wholesaling approach and helping them take their business to the next level." Peak Performance offers three different agendas to suit a range of experience levels. The first workshop, "Foundation for Success," introduces new advisors to the process, systems and sales ideas that elite advisors have used to build a successful practice. The session provides a general overview of fee-based business and uses real-life examples to illustrate the basics of targeted prospecting, effective client profiling, simple business planning and realistic goal setting. The next level course, "Successfully Transitioning to Fees," is designed for established advisors who are seeking strategies to increase their recurring revenue by offering fee-based wealth management services. The workshop uses case studies and proven sales ideas to show advisors how to enhance the value of their practices by making minor changes to their current business mix. "Center of the Wealth Management Team," the highest-level course, is an advanced workshop intended for experienced advisors and top producers who are interested in positioning themselves as the leader of their clients' wealth management team. The session reveals why wealth managers typically have more assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , higher net incomes, more qualified referrals and a higher level of client satisfaction than advisors who offer only basic investment services. Financial advisers interested in learning more about Curian's Peak Performance program can contact the Curian Sales Desk at 877-847-4192, or e-mail Dan Maurer at dan.maurer@curian.com. About Curian Capital Headquartered in Denver, Colo., Curian Capital (www.Curian.com) is a registered investment advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform. Curian Capital is an indirect subsidiary of Prudential plc This article is about the British company. For the American company, see Prudential Financial. For places named after the company, see Prudential. Prudential plc (LSE: PRU, NYSE: PUK) is a United Kingdom-based financial services company. (NYSE NYSE See: New York Stock Exchange :PUK PUK Patriotic Union of Kurdistan PUK Personal Unlocking Key (as used in mobile phones) PUK PopUp Killer PUK Potchefstroomkampus (South Africa) PUK Pop-Up Killer (browser utility) ), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies Affiliated Companies A situation that occurs when one company owns a minority interest (less than 50%) in another company. Also refers to companies that are related to each other in some way. Notes: An affiliated company is sometimes referred to as a subsidiary. constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 150 years and has more than $400 billion in assets under management (as of December 31, 2005). Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America UNITED STATES OF AMERICA. The name of this country. The United States, now thirty-one in number, are Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, . |
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