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[EP.01] The New World of Practise Management: Optimizing your advisory for the next generation of wealth

September 24, 2019 at 11:30:00 AM · Eastern Time (US & Canada)
About This Webinar

Optimizing your advisory for the next generation of wealth

Agenda
  • A new world for the Canadian financial advisor
  • Industry trends
  • Surviving in the new world
  • Situational Analysis: Self assessment
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Founder & CEO, SmartBe Wealth
Rod’s 30-year career as a corporate executive, strategic consultant and entrepreneur has shaped a unique skillset that makes him ideally suited to lead the charge at SmartBe Wealth. Tenacity, passion and integrity are core to his approach to commercialization and governance.

Rod is on the Board of Advisors for Nanoprecise Sci. Corp. and sits on the advisory council for Diversity Technologies Corporation (DI-Corp). He also volunteers as a board member of the YMCA Calgary. Rod holds the ICD.D designation from the Institute of Corporate Directors.
Webinar hosting presenter
Drucker Senior Research Fellow
Donna Finley is the founder and senior leader at Finley & Associates. For 35 years, Donna has repeatedly proven herself to be a big picture strategist, successfully leading transformational initiatives. She has a solid, well-deserved reputation for strategic leadership, governance, organizational capacity building and leadership development.

Donna’s passion to create new thinking, ability to quickly synthesize information, create integrated strategies and motivate her clients has earned her high praise from Boards and Executive teams. Donna is a SSHRC Doctoral Fellow, a noted speaker, a pragmatist, author of multiple academic articles and co-author of a textbook on strategic planning.