Advocis Presents: A Coffee Talk Webinar TIC TALK: Hindsight is 20/20
2022 Series - Episode eight: TIC TALK: Hindsight is 20/20
Young advisors are hungry for information and experienced advisors are seeking insight and direction into making their business more valuable. Whether building or transitioning your business, technology is key.
Join us on August 4th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Kelly Gustafson, Senior Business & Innovation Manager at NOW Wealth Management Solutions of Raymond James LTD., Ray Adamson,Senior Leader in Fintech/Insurtech, and Robert McCullagh, Financial Advisor associated with Benefit Planners Inc. as they discuss how to leverage a CRM to build and grow your business, along with providing advice for both new and experienced advisors looking for insight and direction into making their business more valuable.
Please refer to the chart below for your local timezone:
As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot!
This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.
Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.
