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.

3 Opportunities Top Advisors Are Implementing in 2022

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

Course Type:

Web Link

Passing Grade:

8/12 (67%)

Brought to you by:

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