A Community Powered by Morgan Stanley Financial Advisors
The primary benefit of APIC is access to our members.
Tucked in among the almost 16,000 Morgan Stanley Financial Advisors is a small, select
group of professional advisors committed to sharing best practices, new ideas and
resources, offering colleagues a helping hand or a new perspective on an old — or new — dilemma.
Maybe you have heard of our unique group. The Association of Professional Investment Consultants. We say APIC. Easy to remember. Hard to forget.
APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and professional growth.
We share a strong commitment to our profession, our clients — and our colleagues.
APIC makes the amazing MS ranks of Financial Advisors feel smaller and more personal. Individually and collectively we are united by our dedication to giving clients — and our colleagues — the best possible advice and guidance. We treasure its easy access to similarly minded professionals.
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APIC Makes A Big Place Feel Smaller!
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– Betsy Pakenas
Frederick MD
Our Products
Webinars Developed by
Your Colleagues
Podcasts led by
your colleagues
Conferences & Events
Built By Your Colleagues
Offering diverse webinar sessions with APIC members and guests from around the industry. An active committee of APIC members sources ideas from our membership, and selects the best speakers from the firm and the industry to lead thought-provoking sessions exclusively for our members.
Offering in-depth one-on-one interviews led by advisors featuring superstars of the advisor community and select industry guests. Learn how the best-of-the-best run their practices. Gain insight from leading industry insiders, and have a good time on your commute! Episodes are interview-format and led by an APIC financial advisor.
For over 30 years, APIC members have led an annual conference and other events where the content is hand-selected by our members to be cutting edge, relevant and impactful.
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Our events are the best opportunity to make connections within the firm. Learn from the best, partner with the best, grow with the best.
WHAT MEMBERS SAY
ELIZABETH PETERSON
TACOMA, WA
Hands down, my membership in APIC has made me a better advisor.
DENNIS NAGDEMAN
WESTLAKE VILLAGE, CA
Our members encourage each other.
SARAH WALLACE
SALEM, OR
I marvel at all of the top-notch professionals who are willing to share about their practices
CHRISTIAN MAGUIRE
GARDEN CITY, NY
The openness and genuine desire to help is a core principal of every APIC member.
MIKE FREIMAN
WASHINGTON, DC
At APIC the walls fall down. I was blown away. There is this spirit of camaraderie, of helping each other.
MARY DEATHERAGE
NEW YORK, NY
Collaborative and cooperative, not competitive! THAT’S a culture!!
APIC affords collaboration
APIC IS A MEMBER-RUN ORGANIZATION, offering webinars, conference calls with guest
experts and/or members introducing new ideas, new best practices, tips on making the
most of new technologies.
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APIC OFFERS COMMUNITY. It brings us together. We connect with folks we wouldn’t
otherwise find. Much less share a dinner — and a new approach to client care and growth.
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APIC PROVIDES OPPORTUNITIES FOR THIS SHARING, the exploration of new approaches, strategies, best practices. What’s on our minds. We ask questions of and share approaches with valued colleagues: How would YOU deal with a situation like this?
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APIC MEMBERS GATHER TOGETHER to interact with colleagues, senior MS leaders,
internal and external speakers. We share ideas and we continue to build community,
one by one. We sharpen our game and broaden our resources.
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This beloved APIC community is an ongoing reminder that we are not alone in this profession.
Our Education Partners
