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Understanding Client Focused Reforms & the Challenge with KYP

Get new insights into how important CFR and KYP should be to dealers and their advisors from Jason Bobee, VP Business Development at Portfolio Strategies Corporation and Jonathan Georges, Vice President, Wealth Management Solutions, Equisoft.

Why should you need attend and find out:

  • What you need to know about Client Focused Reforms
  • How to leverage data and the latest technology to guide clients with informed advice and investment product suitability, without compromising on compliance.
  • How KYC and KYP compliance benefits consumers and drives advisor growth

Date: May 22, 2024 | Start Time: 12PM ET | Duration: 1 hour


Save Your Seat Now

Join us for a revealing interactive discussion

  • How to remove compliance headaches

    Leverage technology

  • Enhance customer satisfaction

    Effectively meet their needs

  • Strengthen advisor relationships

    Add real value

  • Automatically identify suitable options

    Guide clients with informed advice

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