Paid Content

What is Paid Content?

Paid Content is content provided by firms wishing to reach financial professionals. journalists are not involved in producing this content. Contact us for more information.

How to make your wealth management practice more efficient

Thursday, August 26, 2021 at 12:00 PM (ET)

Watch now and earn CE credits
Paper plane creative idea symbol art style illustration.

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 is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner.

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

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC 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

About the moderator

About the speakers