Taking the Next Step in your Wealth Management Business

Are you in the investment business for your clients? If you could tear it down and rebuild the investment side of the business, what would you change? Croft Financial has made a significant change to the design of the investment side of the business. This presentation introduces you to a easier to use investment platform, with a higher level of service that you can provide to your clients. While at the same time, you can reduce complications, administration, and all the things you dislike about managing client investments. 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 * MFDA - 1 Business Conduct Non-Ethics credit (in MFDA bundle) * CSI - 1 Compliance credits (in MFDA bundle) * 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
Taking the Next Step in your 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 Advisor 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 Development - 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.