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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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DTSTART:20230312T070000
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DTSTART;TZID=America/Toronto:20230822T130000
DTEND;TZID=America/Toronto:20230822T140000
DTSTAMP:20260522T153433
CREATED:20230808T200156Z
LAST-MODIFIED:20230808T200156Z
UID:6558-1692709200-1692712800@idcwinbig.ca
SUMMARY:Sun Life Global Investments - Proven Practices of Leading Advisors with Katie Grauer
DESCRIPTION:CLICK HERE TO REGISTER\nWhat makes leading advisors so successful? In early 2022\, we commissioned a study through Environics Research to answer that question. \nThis 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. \nCredits:   .75 Credit IIROC\, 1 Credit FP Canada\, 1 Credit MFDA \nIDC WIN is promoting this event and is not IDC WIN hosted.
URL:https://idcwinbig.ca/event/sun-life-global-investments-proven-practices-of-leading-advisors-with-katie-grauer/
CATEGORIES:Webinar
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DTSTART;TZID=America/Toronto:20230822T133000
DTEND;TZID=America/Toronto:20230822T143000
DTSTAMP:20260522T153433
CREATED:20230719T200408Z
LAST-MODIFIED:20230719T200408Z
UID:6541-1692711000-1692714600@idcwinbig.ca
SUMMARY:Beneva with CI Global Asset Management:  Embracing Technology - adopting a modern advisory practice
DESCRIPTION:In the recent years\, advisors and investors alike have had to rely on technology to do business more than ever before. Now\, advisors have the unique opportunity to strategically lean into a hybrid environment\, where they can leverage technology to systematize their business\, provide better client service\, and grow an efficient practice. In this presentation\, you will learn: \n\n Why it is so critical to embrace technology.\n 3 key business areas to modernize.\n Best practices on implementing new technologies in your practice.\n\nToday\, investors expect a modern approach to their investment advice. Join CI Advisor Consulting to learn more on how technology can carry your business into the future. \n1 CE Credit \nCLICK TO REGISTER
URL:https://idcwinbig.ca/event/beneva-with-ci-global-asset-management-embracing-technology-adopting-a-modern-advisory-practice/
CATEGORIES:Webinar
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