Webinar with experts from Morningstar and Deloitte Canada will discuss how to use client preferences to build better relationships
Advisors are constantly looking for ways to differentiate their offering – and the new Client Focused Reforms (CFR) may have handed them the tools to do just that.
Rather than worrying about getting bogged down by regulatory requirements, the changes to KYC regulations can offer valuable insights to enhance your client relationships.
In a free webinar, Wealth Professional has teamed up with Morningstar to present a session titled KYC Regulation: Uncovering Actionable Insights to Better Serve Your Clients.
To register for the webinar on Tuesday, November 1, at 2.30pm ET, click on this link.
To unpack what these changes mean for advisors and how they can use the information most effectively, leading industry and compliance SMEs will gather to discuss how firms have adapted to Client Focused Reforms, as well as the top concerns they are still facing.
Further insights include:
- How the shift from KYP to KYC is impacting the focus of home office teams and their advisors
- Best practices for integrating risk and client preferences into meaningful investment decisions
- How the right processes and technologies can ease the compliance burden on advisors and empower them to better serve their clients
The panellists include: Betty Tien, Partner, FSI Regulatory Compliance, Deloitte Canada; Jason Stipp, Director of Product Management, Morningstar; and Ken Lecuyer, Head of Business Development, Morningstar. James Burton, Managing Editor, Wealth Professional, will be your host.
To register for the webinar on Tuesday, November 1, at 2.30pm ET, click on this link.
