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
Panelists
Partner, Carte Financial Services
WP Article: How humble beginnings shaped leading advisor
Chief Compliance Officer, Carte Wealth Management Inc.
Investment Advisor and Portfolio Manager (Retired), CIBC Wood Gundy
Wealth Advisor and Associate Portfolio Manager, Raymond James
