Elevate Your Client Experience, Efficiency, and Compliance

This presentation discussed leveraging technology to enhance client experience, efficiency, and compliance. The presenter highlighted the use of calendar apps, KYC updates, and tools like Monarch and SideDrawer for client data management. The presenter emphasized the importance of AI tools like ChatGPT and Gamma for creating professional presentations and summarizing large documents. The presenter also stressed the need for strong cybersecurity measures and the benefits of using AI to streamline operations and improve client interactions. This presentation underscored the transformative impact of technology on financial advisory practices.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 6m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Elevate Your Client Experience, Efficiency, and Compliance
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Wendy Brookhouse

Wendy Brookhouse knows how to find, keep and grow your wealth. She is the Founder and Chief Strategist of Black Star Wealth where she weaves in her experience in business consulting, business ownership, and focusing on simplification to achieve outstanding results. Knowing that creating wealth takes more than just math, Wendy addresses the baggage and behaviors that keep people from doing what is in their own financial interests. Wendy is a Certified Financial Planner with an Executive MBA and she’s the author of Burn Your Budget: How to Spend Your Way to Financial Freedom. She serves on the faculty of the Women’s Leadership Intensive; served as chair and a director of Junior Achievement of Nova Scotia and Junior Achievement of Canada. She is a media ambassador for FP Canada and the host of The Real Bottom Line, a podcast featuring entrepreneurs for entrepreneurs. She loves Rugby and is always ready to travel for a good concert.