LIVE IN L.A. Your all access pass to complete Wealth Management Navigator – Powered by Salesforce Bruce Plaskett, Vice-President, Dealer Services Achieving.

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Presentation transcript:

LIVE IN L.A. Your all access pass to complete Wealth Management Navigator – Powered by Salesforce Bruce Plaskett, Vice-President, Dealer Services Achieving your Goals

Agenda Case 1: Create opportunities and increase revenue by segmenting your clients Case 2: Use Views and Activity Plans to complete projects Q & A

Questions?

Thank you For advisor use only Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.