Technology ABCs for Managing the XYZs

By Croesus with CE Corner

We are in the middle of a historic $68-trillion intergenerational wealth transfer. The way advisors manage boomer clients will not automatically resonate with generations X, Y and Z. Advisors have a once-in-a-career opportunity to not only retain assets but significantly grow their businesses by acquiring a new generation of clients. 

This webinar will provide insights on:

  • the expectations of generations X, Y and Z for their advisors
  • how these generations' interactions with advisors differ from those of boomers
  • the technology available to bridge the expectations gap

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability. 

Technology ABCs for Managing the XYZs

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Compliance

--

Professional Development

1.00

FP Canada

Financial Planning

--

Practice Management

1.00

Product Knowledge Credits

--

Professional Responsibility Credits

--

FSRA

Life and/or A&S

1.00

IIROC Cycle 9

Professional Development

0.75

Compliance

--

Course Type:

Web Link

Passing Grade:

10/13 (77%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER