CFP CE credit for this web seminar. Reserve your spot today.
View as Web Page | | | | | | | | | | | | The need for trust and transparency in changing times
Apr 29, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | Today’s unstable environment has forced the wealth management industry to sharply focus on trust and transparency for its clients. The upcoming deadline for the implementation of SEC Regulation Best Interest already had advisors engaging clients differently in this new digital reality. Now, with COVID-19, advisors and firms have the additional challenge of a work from home environment, and the need for compliant communications. In this webinar, see how Salesforce can help firms respond to this new landscape to better connect with their clients. | | |
| Register Now | | | David Adler
Wealth Management & Behavioral Finance Expert
(Moderator) | | | Colleen Bell
EVP Operations, Chief Fiduciary Service Officer
Cambridge Investment Group
(Speaker) | | | Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Global Go to Market, Wealth & Asset Management
Salesforce
(Speaker) | | | Addison Faul
Lead Solution Engineer
Salesforce
(Speaker) |
|
| | |
|
| | |
| |
| | | | |
| SourceMedia, Inc. dba as Arizent is pleased to be able to offer CFP CE credit for this web session.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
|
| | | | |
| |
| | |
|
- - - - - - - - - - - - - - - - - - - - - - - - - |
|
