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PANEL- ADVISOR FEEDBACK: Helping Advisors Run a Successful Book of Business Now and in the Future

A session at 2nd Canadian Funds Summit

  • Tina Tehranchian
  • Susan Le Roy
  • Tim Kelly

Tuesday 10th May, 2016

1:15pm to 2:00pm (EST)

Advisors are grappling with a host of challenges, much like the rest of the fund industry. As a key partner, align your people, products and processes to enable advisor success. Hear directly on their challenges and potential implications:

-Retaining and growing clients
-Choosing from available products
-Navigating technology trends

Take away insights to better support your advisors in the era of greater transparency, disclosure and disruption.

About the speakers

This person is speaking at this event.
Tina Tehranchian

Senior Financial Planner and Branch Manager, ASSANTE CAPITAL MANAGEMENT LTD.

This person is speaking at this event.
Susan Le Roy

Senior Wealth Manager, SCOTIA WEALTH MANAGEMENT

This person is speaking at this event.
Tim Kelly

Financial Advisor, SUN LIFE FINANCIAL

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When

Time 1:15pm2:00pm EST

Date Tue 10th May 2016

Short URL

lanyrd.com/sdypwm

Official event site

www.fundssummit.ca

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