A Seat at the Table - Delivering Value to Affluent Investors 2022 | Silver Creek Media | 10 August 2022 | Webinar
Venue
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| Event Date | Wed Aug 10 EDT (over 2 years ago) |
| Location | Webinar |
| Region | All |
Details
As a financial advisor, you work hard to earn the trust of your high-income clients. How can you balance their unique needs with those of the rest of your client roster, while continuing to deliver the value they expect?
In our upcoming second part of our two-part webinar, A Seat at the Table - Delivering Value to Affluent Investors, CI's Advisor Consulting Team will focus on the wealth of your most affluent clients. Presenters Ryan Becker and Wilmot George will specifically cover:
• How to grow and keep strategic partnerships to meet clients' needs
• How to tier your services to meet client needs without straining your capacity
• Tax and estate planning strategies designed to maximize the wealth of the affluent
Speakers
2022 Speakers
Ryan Becker
Director, Advisor Engagement, CI Advisor Consulting
Wilmot George (CFP, TEP, CLU, CHS)
Vice President, Tax, Retirement and Estate Planning, CI Global Asset Management
Randall Alberts
Senior Vice-President, Head of Distribution Eastern & Western Canada, CI Global Asset Management