Want to know how to capture money in motion and turn the new CRM2 fee and performance information into an opportunity with your clients?
Susan Silma, co-founder of CRM2 Navigator, outlines how advisors can leverage CRM2 and be on the winning side of money in motion in this 10-module webinar series developed by the Investment Industry Association of Canada (IIAC).
View the complete webinar
To view additional modules, please ensure you register for each module individually:
- Module 1: CRM2: What is it all about?
- Module 2: How am I doing?
- Module 3: Connecting performance to goals
- Module 4: Investor questions about performance
- Module 5: Understanding money-weighted rates of return
- Module 6: What is it costing me?
- Module 7: Investor questions about fees
- Module 8: Connecting fees to value
- Module 9: From disclosure to conversation
- Module 10: Best practices
CE CREDITS: The webinar may be eligible for 1hr of CE credits (pending IIROC approval) and can be viewed in its entirety or in individual modules. Those who opt to view the modules must view all 10 to be eligible for CE credits. The credits will be sent, via email, once approval has been received.
FOR MORE INFORMATION: Please contact Adrian Walrath at email@example.com.