Regulations and product changes drive how advisors get paid.
However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see today. Their preferences for services and relationships can help advisors understand how to position or refine their service offerings and value propositions.
In this webinar, we will look at, how advisors get paid and the value they provide, as defined from the client’s perspective.
Date: Wednesday, September 20, 2023
Time: 2:00 pm to 2:45 pm ET
This webinar is also available in French on Thursday, September 21, 2023 at 10:00 a.m. ET
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.