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Start Date:2/9/2022
Start Time:1:00 PM EST
Duration:60 minutes
SUMMARY:
Please join Ryan Becker, Director, Advisor Engagement, CI Advisor Consulting for this 40 minute webinar to gain insights into how to take your business to the next level.
Advisor teams have become a mainstay in the financial services industry. While they may come in all shapes and sizes, their consistent performance is not from luck, but from a shared vision, a shared mindset, and shared values. This presentation is aimed to help investment advisors:
Understand what makes a high performing team.
Learn how to build, run and scale their team.
Uncover high performing teams’ best practices.
If you're already registered for the webcast, click below:
Speakers
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.
Ryan Becker Director, Advisor Engagement CI Advisor Consulting Ryan is responsible for the digital delivery of insightful and implementable content for the advisor community.
He also consults directly with advisors regarding their unique needs delivering strategies that match needs to outcomes. He leverages many years of industry experience across the asset management world managing teams and projects in the back and front office. He is incredibly passionate about practice management and coaching.
He received B.Comm (Honours) from the University of Guelph and is also a Chartered Investment Manager.
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High Performing Teams: Unlocking the Recipe for Success
Registration Is Closed
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