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Start Date:6/1/2022
Start Time:1:00 PM EDT
Duration:60 minutes
SUMMARY:
High net worth investors are the bread and butter of many advisors’ business plans. These exclusive clients require tailored investment services specially catered to their needs.
The CI Advisor Consulting Team is excited to present the first webinar in their two-part series dedicated to attracting wealthier prospects. Join Alice Ambrosie and Keith Masterman as they explore the best strategies to obtain a seat at the table with high net worth clients.
You will discover:
- How to identify various types of affluent clients and differentiate the needs and wants of the categories
- The methods of establishing and maintaining a lasting relationship with your client.
- Providing the appropriate technical expertise in tax, estate, insurance, succession, philanthropy, and lifestyle services.
If you're already registered for the webcast, click below:
Speakers
Keith Masterman Vice President, Tax, Retirement and Estate Planning CI Global Asset Management Keith is a lawyer who specializes in estates and trusts and holds the Trust and Estate Practitioner designation. He joined CI in 2015, after being an executive with one of Canada’s major banks where he predominately worked in the estate and trust administration and planning areas. Prior to joining the bank, Keith was in the private practice of law, providing estate planning and administration services and representing parties in estate litigation.
Alice Ambrosie Vice-President, Practice Management CI Global Asset Management As Vice-President, Practice Management at CI Global Asset Management, Alice is
responsible for CI’s advisor practice consulting team. This team develops and
delivers educational and professional development programs, one-on-one
consulting, and digital content for CI’s key channel partners.
A knowledgeable and engaging consultant, coach and presenter, Alice has a passion for practice management and working with all kinds of wealth management professionals. She has worked with advisors in many different respects through her experience in sales on the asset management side and in management at one of the largest wealth management firms in Canada. Alice sees hundreds of advisors practices across the country and shares the best ideas to help advisors enhance their skills and build more successful businesses.
Randall Alberts Senior Vice-President, Head of Distribution Eastern Canada CI Global Asset Management As Senior Vice-President and Head of Distribution Eastern Canada, Randall works within the sales leadership group to design and execute CI Global Asset Management’s distribution strategy across all products and platforms. Randall leads the Eastern and Western Canada sales team in supporting financial advisors and collaborating with strategic partners. A strong believer in the value of financial advice, he takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management.
Randall served as a Head of Distribution for WisdomTree Asset Management Canada, Inc. up until its acquisition by CI in February 2020. He brings extensive experience in the global asset management and wealth management industry having held senior sales positions and leadership roles at both BMO Global Asset Management and RBC. Having started his career as a financial advisor in 1995, first in a mutual fund dealership and later at a large IIROC brokerage, Randall brings a unique perspective and over 25 years experience in the financial services industry.
Randall holds a Master of Business Administration (MBA) and a Chartered Investment Manager (CIM) designation.
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