How to make your wealth management practice more efficient

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same? They can’t. The benefits of digital transformation solutions are widely known, and yet financial professionals struggle to find compatible solutions for their operations. The industry should be looking to learn from the few wealth professionals who have crossed the automation bridge successfully to become more efficient.

In this webinar that aired live on Thursday, August 26 at 12 pm ET, automation specialists, financial technology consultants, and advisors will come together to discuss the complex considerations needed to leverage technology for more efficient wealth management practices.

Advisors and Other Wealth Professionals Will Learn:

How to prepare their teams for digital transformation
Necessary steps to de-risk the process and select a technology partner
Best practices for working with their desired implementation specialist(s)

Moderated by:
Wojtek Dabrowski, Managing Partner, Provident Communications Inc.

Presented by:
Frederic Beland, Chief Operating Officer, PBY Capital
Raphael Bouskila, President and CEO, Mako Financial Technologies
Marisa Pazder, Portfolio Manager, Gold Investment Management

* Note: The CE Corner team will be applying to FP Canada, IIROC, and The Institute for continuing education credits. CE accreditation is powered by CE Corner. You will receive an email notification when your CE certificate is ready, which can take up to 4-6 weeks after attending the live webinar.

Need CE credits?

Please note that CE accreditation for this webinar has been approved. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Thursday, August 26, 2021 at 12:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Thursday, August 26, 2021 at 12:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

Frederic Beland

Chief Operating Officer,
PBY Capital

Raphael Bouskila

President and CEO,
Mako Financial Technologies

Marisa Pazder

Portfolio Manager, Gold Investment Management

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.