Survey Please enable JavaScript in your browser to complete this form. as a Advisor Name *FirstLastEmail *PhoneCurrent licensingBased ProvinceABABBCMBNBNLNTNSNUONPEIQCSKYKUSAAge Level20-2930-3940-4950–5960-6970-7980+AUM Level$0 – $100M$101M – $250M$251M – $500M$501M -$750M+$1 B Insurance Revenue Level$0-$100K$100K – $250K$251K – $500K+ $501KAdvisor conferences in Canada have remained fairly static in their format and a little boring, perhaps. What sort of things would excite you and make you want to pay to attend an in-person advisor-focused conference? Click all that apply::Networking opportunities (speed dating, dinners, hospitality suites)Site excursions – exploring the location (not trapped in a hotel)Paid content (sponsors) must be educational – no product pushingLive entertainment (music, comedians, fine art, music)High profile financial industry speakers (top advisors, founders, thought-leaders)High profile non-industry related speakers (politics, economics, journalism)How critical is it to obtain CE credits (for insurance licensing, CIRO and/or FP Canada) to justify attending a conference?Very critical – without CE credits, I am not goingSomewhat – I can find lots of ways of getting themNot at all – I am more interested in quality contentWhat topics would you like to learn more about in Advisor Unlimited? (Please check all that interest you)Technology (AI, cybersecurity, productivity)Practice management & advisor coachingFinancial planning, concepts and strategiesLifestyle, leisure and travelOther (please specify)Other InterestsWhat are your greatest frustrations and/or concerns as a practicing financial advisor in Canada today?Compliance and regulatory issuesProduct (proprietary shelf, choice, performance)Aligning client best interests with my business’ best interestsLife insurance (application process, underwriting, issuing, servicing)Technology lag (adoption, training, use)Advisor Unlimited is published 3 times a year. The majority of distribution is digital. If a subscription option was available and ensured you received a printed copy by mail, would you pay $20 a year for this subscription? YesNoSubmit
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