Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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Needs Based Selling
CourseThis presentation explores how compliance requirements, specifically Needs Based Selling, can actually improve your business by benefiting you, your clients, and even your Compliance Department. Discover how regulators might be supporting your practi
$20
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Technology and the Client Journey
CourseDiscover how using tools like Once Hub, LastPass, and Zoom to enhance client experience, boost efficiency, and ensure security. This presentation offers tips for adopting tech and optimizing virtual client engagement.
$20
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Understanding Your Clients Money Mindset
CourseExplore the 7 Money Mindsets and discover how to identify your own and your clients' perspectives on money. Gain tools to enhance client relationships and tailor advice to their unique financial outlooks.
$20
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Your Entire Wealth Management Business
CourseDiscover how to transform your wealth management business! This presentation reveals strategies to cut compliance, reduce admin, lower MERs, enhance client focus, and streamline succession planning for lasting success.
$20
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Making AML Part of your Daily Routine 2022
CourseMake Compliance easy and manageable! This updated 2022 presentation from The AML Shop offers practical tips and a humorous take on avoiding Compliance issues, saving you time and preventing client-triggered nightmares.
$20
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RRSP Discrimination Against High Income Earners
CourseDiscover strategies for high-income clients who’ve maxed out their RRSPs! This presentation explores solutions to help them save more and secure their future lifestyle. Essential insights for advisors with high-net-income clients!
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?