Home Breadcrumb caret webinar Breadcrumb caret Investments Breadcrumb caret Market Insights Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Technology ABCs for managing the XYZs Wednesday, September 22, 2021 at 1:00 pm ET Watch now and earn CE credits Brought to you by We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients. This webinar that aired live on Wednesday, September 22, 2021 at 1:00 pm ET, provided insights on: The expectations of Gen X, Y and Z towards their advisors How their interactions with advisors differ to Boomers The technology that is available to bridge the gap Moderated 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. 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 support@cecorner.ca. About the moderator David Mastroberardino Product Director, Croesus Save Stroke 1 Print Group 8 Share LI logo Related Webinars Market Insights Investing in times of market volatility Tuesday, June 20, 2023 at 1:00 pm ET In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments. Sponsored by Watch now and earn CE credits → → Market Insights Tax & estate planning in action Tuesday, July 18, 2023 at 1:00 pm ET Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared. Sponsored by Watch now and earn CE credits → → Market Insights How to handle ESG pushback Tuesday, May 9, 2023 at 1:00 pm ET In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high. Sponsored by Watch now and earn CE credits → →
Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Technology ABCs for managing the XYZs Wednesday, September 22, 2021 at 1:00 pm ET Watch now and earn CE credits Brought to you by We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients. This webinar that aired live on Wednesday, September 22, 2021 at 1:00 pm ET, provided insights on: The expectations of Gen X, Y and Z towards their advisors How their interactions with advisors differ to Boomers The technology that is available to bridge the gap Moderated 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. 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 support@cecorner.ca. About the moderator David Mastroberardino Product Director, Croesus Save Stroke 1 Print Group 8 Share LI logo