The Pandemic Pivot in Advice: How is Your Practice Pivoting?
By SSQ Insurance with Newcom Media Inc
In this course Goshka Folda, President and CEO of Investor Economics and Global Head of Research for ISS Marketing Intelligence, will share recent research results and insights regarding how and why clients are becoming more mindful of the need to plan, their growing acceptance of web-based services, and the importance of carriers. She will also discuss the growing trend of wealth advisors investing in their digital footprint both in terms of electronic applications as well as digital engagement tools.
Credits pending: IIROC, The Institute, ICS