A Seat at the Table: Strategies for Attracting Affluent Investors
June 1, 2022
Attracting high net worth investors is a mainstay of many advisors’ business plans. Join members from both sides of the CI Advisor Consulting Team, Practice Management and Tax Retirement & Estate Planning (TREP), for the first of our two-part series of presentations which will help you earn a seat at the table with wealthier prospects.
CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience. The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.