Harvest ETFs (managed by Harvest Portfolios Group Inc.) is an official Gold Sponsor of the WP Women in Wealth Management event taking place in Toronto, November 26.
We have a line up of extremely talented women professionals who have agreed to share their experiences on the topic of “Tools to build your book of business”.
Panel discussion: Tools to build your book of business
In light of a changing industry, your professional growth is dependent on acquiring tools to build your book of business. Which business development tools can set women apart in a male-dominated industry? What does it look like to build a business that reflects your value? This session discusses:
- Picking the right investment partners that reflect your business style
- Targeting a niche market
- How to transition your business model to reflect a changing demographic
- Growing your book of business through your personal brand
Partner, Carte Financial Services
WP Article: How humble beginnings shaped leading advisor
María José Flores Suarez
Chief Compliance Officer, Carte Wealth Management Inc.
Investment Advisor and Portfolio Manager (Retired), CIBC Wood Gundy
Wealth Advisor and Associate Portfolio Manager, Raymond James