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 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.

Presented by:
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

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.