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What makes leading advisors so successful? In early 2022, we commissioned a study through Environics Research to answer that question.

This session will provide an in-depth look at emerging trends and business practices among top advisors. You’ll leave with key tools and take-aways to help you identify opportunities and close any gaps within your business. You’ll leave with an understanding of how to create a process that wins clients for life.

Credits:   .75 Credit IIROC, 1 Credit FP Canada, 1 Credit MFDA

IDC WIN is promoting this event and is not IDC WIN hosted.