Home    Webinar   Top 7 trends affecting wealth professionals today and into 2021


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.

Presented by:
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.

About the speaker

David Mastroberardino

Product Director, Croesus

David Mastroberardino is the driving force behind the product vision at Croesus. By working with a talented team to deliver the product development plan, he ensures that the company maintains its competitive edge and its position as a leading Fintech provider.

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So how does it work?

Here’s how to get your CE Credits:

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.

CE accreditation powered by

This webinar is an exclusive benefit for Advisor’s Edge readers. It is produced by Newcom Media’s content services team in collaboration with Croesus. CE accreditation is powered by CE Corner. If you have any questions, please email: annachristina@newcom.ca