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 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
Register Now and get FP Canada, The Institute and IIROC CE credits (pending approval)*
* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada, The Institute and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.