Assistant Conference for the Wealth Management Industry 2017 - Toronto | Assistants Conference | 5 December 2017 | Toronto Board Of Trade, 77 Adelaide St W, Toronto, ON M5X 1C1, Canada
Venue
Toronto Board Of Trade
Toronto Board Of Trade, 77 Adelaide St W, Toronto, ON M5X 1C1, Canada
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| Event Date | Tue Dec 5 EST (about 7 years ago) |
| Location |
Toronto Board Of Trade
77 Adelaide St W, Toronto, ON M5X 1C1, 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
Jasmin Bergeron
Professional Speaker & Trainer Professor, UQAM
David Chabot
Web and Social Media Consultant
Sara Gilbert
Founder, Strategidt Business Development
Marie Muldowney
Managing Director, Canadian Security Institute
Sponsors & Partners
2017 Sponsors:
• Croesus
• Kronos Technologies
• Finance Montreal
• Fundata
• IIACACCVM
• Investment Executive
• IFSE