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

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 Credits

1.00

Product Knowledge Credits

--

Professional Responsibility Credits

--

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