Rita interviews Sean Walters, Executive Director & CEO of the Investment Management Consultants Association (IMCA)
Sameer Somal, CFA, CFP®, CAIA
CEO, Blue Ocean Global Technology · Co-Founder, Girl Power Talk
Sean R. Walters, CAE, has led the Investment Management Consultants Association (IMCA) since 2010. Sean’s career in association management and thought leadership spans two decades. Blue Ocean Global Wealth interviewed him during IMCA’s 2015 Annual Conference in Las Vegas to learn more about his stewardship and commitment to solving industry challenges.
Blue Ocean Global Wealth: What makes IMCA unique?
Sean Walters: I would have to say that it’s our dedication to quality certifications and educational offerings. We’ve been serving advanced investment advisors and wealth managers for 30 years now. Our certifications qualify advisors who deliver comprehensive investment advice and wealth management services, and IMCA is really the only organization doing this.
Our educational conferences are different from others in the industry as well. I’ve been around financial services conferences for 20 years and I would put the quality of ours against just about any educational event out there. As you can see at this conference, the caliber of speaker and level of content is second to none. All of our content is peer-reviewed—no sponsored presentations and no rock stars, politicians or musical acts.
Finally, we have a laser focus on education. Many associations lobby and take positions on regulatory issues. We don’t. That’s not what our members want from us. We focus on education and helping our members enhance their skills and competencies to better serve their clients.
image credit: Blue Ocean Global Technology
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8yGreat interview... great job Rita and thanks Sameer S. Somal, CFA, CFP® for posting
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8yThank you for sharing Sameer S. Somal, CFA, CFP®. Marguerita (Rita) Cheng, CFP® always does such a beautiful job. Quality education is so important for the advisor community, love what IMCA provides.