Home Breadcrumb caret webinar Breadcrumb caret Investments Breadcrumb caret Market Insights Breadcrumb caret Products Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Technology ABCs for managing the XYZs Wednesday, September 22, 2021 at 1:00 PM (ET) Watch now and earn CE credits Brought to you by We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients. This webinar that aired live on Wednesday, September 22, 2021 at 1:00 pm ET, provided insights on: The expectations of Gen X, Y and Z towards their advisors How their interactions with advisors differ to Boomers The technology that is available to bridge the gap Moderated by:David Mastroberardino, Product Director, Croesus Need CE credits? Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. For those who missed the live webinar on Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner. If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready. 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, please contact support@cecorner.ca. About the moderator David Mastroberardino Product Director, Croesus Save Stroke 1 Print Group 8 Share LI logo Warning: Undefined variable $seperate_timezone in /sites/uat.advisor.ca/files/wp-content/themes/advisor/templates/content-webinar-footer.php on line 64 Related Webinars Market Insights What is the future of ESG? Wednesday, May 8, 2024 at 1:00 PM ET This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge. Sponsored by Watch now and earn CE credits → → Market Insights Maximize opportunities: Insurance lending as a key to growing your business Thursday, April 25, 2024 at 1:00 PM ET Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business. Sponsored by Watch now and earn CE credits → → Market Insights The opportunities in real estate investing with Hazelview Investments Wednesday, March 27, 2024 at 1:00 PM ET As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024? Sponsored by Watch now and earn CE credits → →
Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Technology ABCs for managing the XYZs Wednesday, September 22, 2021 at 1:00 PM (ET) Watch now and earn CE credits Brought to you by We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients. This webinar that aired live on Wednesday, September 22, 2021 at 1:00 pm ET, provided insights on: The expectations of Gen X, Y and Z towards their advisors How their interactions with advisors differ to Boomers The technology that is available to bridge the gap Moderated by:David Mastroberardino, Product Director, Croesus Need CE credits? Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. For those who missed the live webinar on Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner. If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready. 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, please contact support@cecorner.ca. About the moderator David Mastroberardino Product Director, Croesus Save Stroke 1 Print Group 8 Share LI logo Warning: Undefined variable $seperate_timezone in /sites/uat.advisor.ca/files/wp-content/themes/advisor/templates/content-webinar-footer.php on line 64