October 10, 2014

CRM2: Cracking the Code

Earlier this week, the IIAC co-sponsored an Investment Executive breakfast seminar entitled CRM2: Cracking the Code.Cracking the code

The standing-room only event, held at Modus Ristorante in Toronto, featured guest speakers – including IIAC managing director Barb Amsden – who covered CRM2 from the perspective of investors, advisors and compliance officers, and looked at technology, communications, preparation and other support opportunities, with a focus on the 2015 sleeper issues that advisors need to understand.

Presentation materials will be available shortly.  (Please note you must be signed in to the IIAC’s members-only site to access the materials).

For more information, please contact Barb Amsden.