Your Entire Wealth Management Business

If you were to complain about any single part of your business, what would it be? Most advisors with a Mutual Funds License will complain about the investment side of their practice. This presentation is all about solving those issues once and for all. The presentation will show you how to reduce compliance, reduce administration, reduce MERs, while offering more access to fund managers, more time to spend with your clients, and provide you with a succession plan all at the same time. This presentation changes the way you operate your entire wealth management business. Full presentation time: 59m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Your Entire Wealth Management Business
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Jordan Rosenberg

After graduating from University in 1991, Jordan spent 3 years as a Financial Advi-sor in Toronto then another 10 years working as a wholesaler for Dynamic Mutual Funds. From 2004 to 2014 Jordan was a full time Advisor Business Coach. Jordan joined Croft Financial Group in 2019, is a shareholder and is Head of Business De-velopment - Advisor Training. Personally, Jordan is married, has 3 children and lives in Oakville, Ontario. Jordan strives to stay fit and healthy and can often be found running, playing racket sports or paddle boarding.