Assistant Conference for the Wealth Management Industry 2017 - Canada | Assistants Conference | 7 December 2017 | Sofitel Le Carre Dore , 1155 Rue Sherbrooke Ouest, Montréal, QC H3A 2N3, Canada
Venue
Sofitel Le Carre Dore
Sofitel Le Carre Dore , 1155 Rue Sherbrooke Ouest, Montréal, QC H3A 2N3, Canada
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| Event Date | Thu Dec 7 EST (about 7 years ago) |
| Location |
Sofitel Le Carre Dore
1155 Rue Sherbrooke Ouest, Montréal, QC H3A 2N3, Canada |
| Region | Americas |
Details
The wealth management industry is in a state of flux. Competitive forces, technology and financial market regulations are changing at speeds never seen before.
At the center of these disruptive forces is your relationship with the client. Delivering value and improving the client experience has become the main differentiator for advisors and their teams.
The 2017 Assistants Conference will focus on concrete ways to solidify client relationships by honing your soft skills and by expanding your regulatory knowledge base. Attend an exclusive event where you can network with peers from wealth management firms and learn how to optimize client experience to position your business for growth.
Speakers
2017 Speakers:
Frank Barillaro
Managing Director, The Everton Carlisle Group
David Chabot
Web and Social Media Consultant
Marie Muldowney
Managing Director, Canadian Securities Institute
Sara Gilbert
Founder, Strategist Business Development
Thierry Lindor
Founder, Influence ORBIS
Sponsors & Partners
2017 Partners:
• Croesus
• Kronos Technologies
• Finance Montreal
• Fundata
• IIACACCVM
• Investment Executive
• Kronos
• IFSE