3 Opportunities Top Advisors Are Implementing in 2022
By Canada Life with CE Corner
Elevate your business in 2022 by focusing on key areas that can help fuel growth.
In this panel hosted by Hugh Moncrieff and Kelley Keehn, advisors will hear from their peers, who will discuss three opportunities to seize this year:
- preparing for intergenerational and interspousal wealth transfers
- leveraging social media to attract the next generation of clients
- staying ahead by implementing tech into your business
Accreditation is pending.
Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 9
Compliance
--
Professional Development
1.00
ICM
Life Insurance
1.00
General Insurance
--
Adjuster
--
FP Canada
Financial Planning
--
Practice Management Credits
1.00
Product Knowledge Credits
--
Professional Responsibility Credits
--
The Institute
Financial Planning
1.00
Product Knowledge
--
ICS
Life Insurance
1.00
