The Globe and Mail/SHOOK Virtual Top Advisor Event 2021 | SHOOK® Research, LLC. | 8 November 2021 | Virtual Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Mon Nov 8 EST (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Join industry experts and the nation's leading financial advisors to learn strategies for success in the shifting financial landscape. Honourees from Canada's Top Wealth Advisors ranking, along with other industry experts, will talk tactics to strengthen client relationships and demonstrate value, develop the right service model, and navigate risk. This inaugural, must-attend event for financial advisors is CE accredited.
Sample Topics:
• Lessons from the Pandemic
• Making Diversity a Strength
• The Hybrid Advisor
• Building a Successful Team
• Proving Value in a Fee-Based Environment
• Housing and Wealth
• The Evolution of Advice
• Next-Gen Advisors
• Protecting Profitability in a Fee-Compressed World
• Navigating the Retail Trading Frenzy
• Client Appreciation in a Post-COVID World
• Helping Small Business Owners through the Storm
Sponsors & Partners
2021 Sponsors
GOLD SPONSORS:
• Canaccord Genuity Wealth Management
• Capital Group
• CIBC Asset Management (CIBC AM)
• Desjardins Group
• Fidelity Investments Canada
• Franklin Templeton
• Invesc
CE PARTNER:
• Learnedly