Cultivating the Human Side of Financial Advising

Attend this webinar for 1 CE Credit! #

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.

Take the quiz here.

Building lasting client relationships requires more than just numbers—it takes openness, communication, and genuine empathy. Clients want an advisor who understands their unique situations and supports them through their financial journeys. By focusing on the human side of your practice, you build trust, strengthen loyalty, and create deeper connections that help navigate both market challenges and personal milestones with confidence.

In this webcast, Laurie Peterkin, Senior Wealth Advisor and Portfolio Manager at Scotia Wealth Management, shares strategies for enhancing the human element in your practice.

In this webinar, Laurie will cover:

• Effective strategies for maintaining client trust during market downturns

• How to tailor your approach to different clients based on their unique preferences and priorities

• Techniques for building and maintaining trust throughout your client relationships

• Best practices for structuring internal wealth management teams for seamless client service

• How to effectively manage client touchpoints to foster engagement and loyalty