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Abstract:
Regulations and product changes drive how advisors get paid for what they do.
However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see today. Their preferences for services and relationships can help advisors understand how to position or refine their service offerings and value propositions.
In this webinar, we will look at this and how advisors get paid and can get paid for the value they provide, as defined from the customer or client’s perspective.
If you're already registered for the Getting paid for the value you provide webcast, click below:
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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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