Earn CE credits by attending our advisor webinar series:
Proving your value in a TCR world
Cost transparency rules are changing and clients will have more questions than ever about the value behind the fees they pay. Join this webinar series to get ahead of the conversation, strengthen your value story, and earn CE credits while you do it.
Please note this webinar will be in English only, French Closed Caption available. Veuillez noter que ce webinaire sera en anglais seulement, avec sous-titres français.
Select the event(s) from the list below and register:
Wed, Nov. 04, 2026 · 2:00 pm (EST)
This timely session will give advisors practical, client-ready insight into what is changing, including the new dollar-based “Total Cost of Investing,” the Fund Expense Ratio (FER) replacing the MER, and the use of Money-Weighted Rate of Return (MWROR).
You’ll also learn how to turn cost conversations into stronger value conversations by reinforcing the role of your advice and the unique benefits of segregated funds, including guarantees and estate-planning advantages.
You’ll also learn how to turn cost conversations into stronger value conversations by reinforcing the role of your advice and the unique benefits of segregated funds, including guarantees and estate-planning advantages.
Wed, Nov. 11, 2026 · 2:00 pm (EST)
This webinar will help advisors prepare for Total Cost Reporting conversations and clearly demonstrate the value they deliver.
In this webinar, led by industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting, you’ll gain practical strategies to build client trust, confidently explain fees, and turn cost transparency into a stronger value conversation.
In this webinar, led by industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting, you’ll gain practical strategies to build client trust, confidently explain fees, and turn cost transparency into a stronger value conversation.
Thu, Nov. 19, 2026 · 2:00 pm (EST)
Join us to gain practical strategies to help clients see the full worth of your advice.
In this webinar, industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting will share actionable ways to shape client perception, communicate fees with greater confidence, and turn new reporting standards into a stronger value conversation.
In this webinar, industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting will share actionable ways to shape client perception, communicate fees with greater confidence, and turn new reporting standards into a stronger value conversation.
Wed, Nov. 25, 2026 · 2:00 pm (EST)
In this webinar, practice management experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting will provide you with actionable strategies to handle client objections with complete confidence and speak to the five layers of value that segregated funds provide.
