As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Access our exclusive on-demand webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You'll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk.
By watching this on-demand webinar, advisors will be equipped to help their clients understand:
Don’t miss this opportunity to refine your approach and stay ahead of the curve. Watch now to gain valuable insights and elevate your advisory practice by utilizing data to deliver personalized recommendations based on client-specific risk profiles and goals.
