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Advisor Productivity
WEBINAR │ Equisoft/lifeguide: Discover the new life insurance multi-carrier quoting platform
Watch the launch webinar for the new Equisoft/lifeguide: a 100% web, AI-powered multi-carrier quoting platform for Canadian insurance advisors. Free trial available.Watch Webinar -
Advisor Productivity
WEBINAR | MGA Show & Tell: Insurance Innovations from Leading Industry Executives
Watch five top Canadian MGA executives share how they're navigating AI, compliance, advisor succession, and independence in 2026. On-demand now.Watch Webinar -
Relationship Management
The Power of Specialization for Financial Advisors
In this webinar, founder and CEO of Wealth Wise Consulting, Jeffrey MacDonald shares proven strategies to help financial advisors stand out in a crowded marketplace.Watch Webinar -
Sales Growth for Advisors
How To Turn Your Website Into A Client Generating Machine
In this webinar, Angelina Hung, award-winning marketing expert and trusted advisor to financial professionals, breaks down everything you need to know to build a modern, compliant, and conversion-ready advisor websiteWatch Webinar -
Practice Management
[Video Series] Building a High Net Worth Book of Business
In this video series, Elie Nour, Certified Financial Planner and founder of Nour Private Wealth, shares expert strategies and actionable insights on how financial advisors can attract, engage, and build lasting relationships with high-net-worth clients.Watch Webinar -
Practice Management
Practice Changing Tips for Financial Advisors From 6 Industry Experts
In this webinar, you’ll learn the best strategies shared by 6 industry experts over the past year, designed to empower you as you step into 2025Watch Webinar -
Relationship Management
Profit by Saying No: The Unexpected Strategy for Bigger Growth
In this webinar, founder and CEO of Wealth Wise Consulting, Jeffrey MacDonald breaks down the counterintuitive approach that’s helping financial advisors scale faster, reduce stress, and serve their best-fit clients more effectively.Watch Webinar -
Practice Management
[Video Series] Designing an Effective Succession Plan for your Business
In this video series, Lori Power, Certified Exit Planning Advisor and President of MP Benefits, shares strategies for designing an effective succession plan as a financial advisor.Watch Webinar -
Advisor Marketing
WEBINAR | Social Media & Content Marketing Strategies for Financial Advisors
During this webinar, we’ll guide you through digital strategies to help you reach the right audience and elevate your lead generation. From SEO tactics to content-driven campaigns, we'll equip you with the tools to establish yourself as a leader in the digital marketplace.Watch Webinar -
Advisor Marketing
Actionable Strategies for Business Development and Practice Growth
During this webinar, we'll guide you through strategies for navigating business challenges and driving growth for your practice.Watch Webinar -
Sales Growth for Advisors
WEBINAR │ How Advisors Can Drive Acquisition, Retention & Cross-Sell
Learn how to drive client acquisition, retention, and cross-sell with a planning-first approach. Watch this webinar and earn 1.25 CE credits.Watch Webinar -
Advisor Marketing
How to Build a Marketing Plan as a Financial Advisor
Learn how create a marketing plan that reflects your individual strengths, aligns with your business goals and delivers a steady flow of your ideal prospects.Watch Webinar -
Advisor Marketing
WEBINAR | Specialize to Win: How to Find the Ideal Niche for Your Practice
This webinar will guide you through the strategic process of identifying and thriving within your perfect niche. In today's competitive landscape, specialization is the key to surviving and excelling as a financial advisor.Watch Webinar -
Advisor Productivity
WEBINAR │ Leveraging RRSP season to drive future sales
Learn how to turn RRSP season into a year-round growth strategy. Watch this on-demand webinar for practical client tips and earn your CE credits today.Watch Webinar -
Advisor Productivity
Navigating the Inflationary Market: Essential Strategies for Financial Advisors
Learn how to deal with your clients’ concerns when it comes to inflation.Watch Webinar
