Conference

December 5, 2017
Toronto, Ontario

Assistants conference for the Wealth Management Industry

The wealth management industry is in a state of flux. Competitive forces, technology and financial market regulations are changing at speeds never seen before. At the center of these disruptive forces is your relationship with the client. Delivering value and optimizing the client experience has become the main differentiator for advisors and their teams. 

The 2017 Assistants Conference will focus on concrete ways to solidify client relationships by honing your soft skills and by expanding your regulatory knowledge base. Attend an exclusive event where you can network with peers from wealth management firms and learn how to optimize client experience to position your business for growth.

Learn more about the event