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The pandemic pivot in advice: How is your practice pivoting?
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SSQ

The pandemic pivot in advice: How is your practice pivoting?

In this webinar replay, Goshka Folda, President and CEO of Investor Economics and Global Head of Research for ISS Market Intelligence, will share recent research results and insights regarding how and why clients are becoming more mindful of the need to plan, their growing acceptance of web-based services, and the importance of carriers.

November 19, 2020

PAID CONTENT

In this webinar that was recorded on Wednesday, December 9, 2020 at 2:00 pm ET, Goshka Folda, President and CEO of Investor Economics and Global Head of Research for ISS Market Intelligence, shared recent research results and insights regarding how and why clients are becoming more mindful of the need to plan, their growing acceptance of web-based services, and the importance of carriers. She also discussed the growing trend of wealth advisors investing in their digital footprint both in terms of electronic applications as well as digital engagement tools.

Moderated by:
Nadira Laing, B.Comm., CFP, CLU, Regional Vice President Business Development, Individual Life & Investment Products

Presented by:
Goshka Folda, President and CEO, Investor Economics, Global Head of Research, ISS Market Intelligence

Need CE credits?

This course has been approved by IIROC and The Institute. CE accreditation is powered by CE Corner.

If you attended the live webinar on Thursday, November 12 at 1pm ET, you will receive an email notification from CE Corner when your CE certificate from IIROC and The Institute is ready.

For those who missed the live webinar, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from IIROC and The Institute.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, contact continuing.education@Newcom.ca.

This webinar by SSQ Insurance is an exclusive benefit for Investment Executive readers, organized by Newcom Media’s content services team.

What is brand knowledge?

Through Brand Knowledge, Investment Executive would like to offer its readers the latest advice from businesses wishing to share their industry expertise. Content is produced by the Content Solutions team in collaboration with the company. Investment Executive journalists are not involved in writing these articles. For more information, contact AnnaChristina@Newcom.ca.

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