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Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors

The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.

Montreal, January 24th, 2024 - Equisoft, a leading provider of digital business solutions for the insurance and wealth industries, is proud to announce the launch of its CE-accredited Advance webinar series. Designed to foster professional growth, career advancement, and business expansion, the webinars provide exclusive access to insightful content delivered by industry experts.

Francois Levasseur, Vice President, Global Alliances & Acquisitions at Equisoft, said "Our intention with this webinar series is to offer a comprehensive educational resource that goes beyond routine professional development. We aim to equip financial advisors with the knowledge and insights they need to stay at the forefront of their field and, ultimately, better serve their clients."

The webinar series covers a diverse range of topics crucial for financial advisors, including but not limited to:

  • How to Build a Marketing Plan as a Financial Advisor
  • Social Media & Content Marketing Strategies for Financial Advisors
  • Financial Advisor Techniques for Converting More Prospects into Clients
  • How Advisors can Drive Acquisition, Retention & Cross-sell

The first session in the series, “How to Find the Ideal Niche for Your Practice”, will be launched on January 24th. For more information and to register, visit:
Media contact: Beth Jarecki, Omnia Paratus,