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Empire Life – TRIIPSS Webinar – Getting paid for the value you provide

September 20, 2023 EDT @2:00 pm - 3:00 pm

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Speaker:  Peter A. Wouters | Director, Tax, Retirement & Estate Planning Services | Empire Life

Description:

Regulations and product changes drive how advisors get paid for what they do.

However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see today. Their preferences for services and relationships can help advisors understand how to position or refine their service offerings and value propositions.

In this webinar, we will look at this and how advisors get paid and can get paid for the value they provide, as defined from the customer or client’s perspective.

CE Credits pending

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

Details

Date:
September 20, 2023 EDT
Time:
2:00 pm - 3:00 pm
Event Category: