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Start Date:9/14/2022
Start Time:1:00 PM EDT
Duration:60 minutes
SUMMARY:
As a financial advisor, you spend a lot of time helping clients understand their money behaviours and develop healthier relationships with money. This webinar is designed to hone your ability to recognize troublesome mindsets, so you can help clients retrain their brains for optimal financial well-being.
This session will cover:
- The anatomy of a healthy money relationship
- Understanding where some money behaviours come from
- How to coach clients to develop healthier money mindsets
If you're already registered for the webcast, click below:
Speakers
Bruno de Pace Director, Campaigns CI Investments Bruno is responsible for supporting advisors within CI's key channel partner network in the areas of professional development and practice management.
Bruno is a skilled coach, consultant, and presenter who has worked with 1000s of advisors across the country, helping them build highly successful businesses and deliver more value to their clients.
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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