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Abstract:
Our trip will take us to the various developments and issues around:
- Digital, the new normal
- Remote interactions: are they the new normal; are they expected; or are they a matter of client choice depending on the situation?
- Evolving and rising client expectations
- How can advisors stand out from others, above others or even be viewed as standing?
And throughout the session, you will hear about what lies ahead.
If you're already registered for the TRIIPSS - Opportunities and strengths in the advisory business in this digitally, pandemically & economically changed world webcast, click below:
ALREADY REGISTERED?
Speakers
 Peter A. Wouters Director, Tax, Retirement & Estate Planning Services Empire Life Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on the buying, selling or merging a practice.
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Please note that by registering for this event, you are consenting to receive CE certification via an email from Empire Life.
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