Pandemic, remote work and market volatility are the words that have defined 2020. More than ever wealth professionals have had to be agile and pivot their business to ensure client satisfaction and the growth of their book of business.
The questions you are asking yourselves are the same as in 2019, but the context has shifted: How can I cultivate client relationships? How do I explain portfolio performance? How do I increase my AUM?
In this webinar that aired live on Wednesday, September 23, 2020 at 12:00 pm ET, gain a deeper understanding of the factors that you need to help you answer those questions and more. From sustainability to automation, learn about the major industry trends and how you can leverage them to be prepared for the challenges that will define the next 12 to 24 months.
David Mastroberardino, Product Director, Croesus
Need CE credits?
Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
If you attended the live webinar on Wednesday, September 23 at 12:00 pm ET, you will receive an email notification from CE Corner when your CE certificate from FP Canada, The Institute and IIROC is ready.
For those who missed the live webinar on Wednesday, September 23 at 12:00 ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada, The Institute and IIROC.
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 see below or contact continuing.education@Newcom.ca