3 Opportunities Top Advisors Are Implementing in 2022
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.
IIROC Cycle 9
Practice Management Credits
Product Knowledge Credits
Professional Responsibility Credits