It's been more than two years since CFR came into being—find out what top industry experts have learned about achieving KYP compliance to build advisor success.
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.
In this webinar Jason Bobee, VP Business Development at Portfolio Strategies Corporation and Lucilla Nardi, CDO, Co-operators—along with Jonathan Georges, Vice President, Wealth Management Solutions, Equisoft—will discuss proven strategies to go beyond simply complying with KYP requirements to gain efficiencies and improve the client experience and investment results.
Find out:
Date: May 22, 2024 | Start Time: 12PM ET | Duration: 1 hour
Asset Allocation and Wealth Analysis
Asset Allocation and Wealth Analysis
Asset Allocation and Wealth Analysis