Compliance Education
Case Studies & Insights To Apply At Your Firm
Custom compliance education created by Point.Shift
The Case Studies
Viewed by thousands of advisors
Format
CE Webinar
Created For
Dynamic Mutual Funds
Addressing Client's reluctance to create succession plans
Format
CE Webinar
Created For
financial literacy video
Format
video
Created For
ADVOCIS Toronto Chapter
Dynamic Mutual Funds
Featured Articles
Resources, thoughts, and fascinating insights on the
financial sector influences that most firms overlook
No, It's YOU
Read the article
Why Talking About Succession Planning is Hard
Read the article
Getting Comfortable with Emotions and Feelings.
Read the article
What advisors say
“I hope there is a ‘next time’ as I am sure all participants would agree, a lot came out of
those two days with a new focus to implement these strategies into our practices.”
“You were absolutely awesome. I loved your pace, your presentation and the way you
steered the day to stick to the timing on the agenda and topics at hand.”
You’ll love the results, and your advisors will love the process.
