Join our Webinar : Financial advice series

As you know our industry is constantly evolving, technology is evermore present and we are communicating differently with our clients and partners than we did even 5 years ago.

We believe that the best financial advice is still human-delivered, but technology-enabled. What does that really mean? Join us for a 4-part series of webinars that will explain this evolution and give you tips on how to stand out.

Plus, get 1 CE credit for each conference you attend.

The Value of Financial Advice

Advisors excel at illustrating the value behind products, but what about the value of the advice they provide? Join us for insights on techniques you can use to develop your personal brand and increase the trust you will earn in return.

Date: Tuesday, July 6, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Host: Andrew Gardiner

Register now

1 CE credit

The Financial Advice Lifecycle

Every generation has different needs…they want to be spoken to differently and they don’t always want to receive the same kind of advice. So, what kind of advice should you be providing and when? It all depends. Join Jeny to explore the subject.

Date: Tuesday, July 20, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Host: Jeny Yeung

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1 CE credit

The Future Point of View of Financial Advice

Take a ride with us as we navigate through current and future trends in terms of compliance, technology and other factors that are totally out of your control!

Date: Tuesday, August 3, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Host: Geoffrey Mo

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1 CE credit

The Financial Advice Toolbox

With all the trends and shifts illustrated throughout the previous presentations, now is the time to summarize the tools at your disposal and to deliver a unique experience to your current and future clients.

Date: Tuesday, August 17, 2021
Time: 1:30 PM EST
Duration: 60 minutes
Host: Shawn Redford

Register now

1 CE credit