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FAQs about Dynamic Advisor Site Podcast:How many episodes does Dynamic Advisor Site Podcast have?The podcast currently has 38 episodes available.
November 05, 2020The Energy Evolution - Investing in an Industry in TransitionIntroduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow....more1h 3minPlay
October 07, 2020Exploring Key Investment Themes: A Framework for InvestingOscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation....more1h 7minPlay
July 29, 2020Virtual Client Meetings: Tips for a Smoother ExperienceLearn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)...more1h 7minPlay
June 24, 2020Advisors and Succession PlanningEllen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients' and hopefully help you sleep better at night....more1h 18minPlay
May 27, 2020Why every advisor needs a continuity plan - for their business and themselvesEllen Bessner will lay out the elements that MFDA and IIROC advisors need to consider in building a personal and business continuity plan to secure their future success....more1h 18minPlay
May 06, 2020Where there's a will there's a way!The words you choose change conversations, the people you talk to change outcomes, the questions you ask change lives, and the recommendations you make change everything....more1h 18minPlay
April 16, 2020Deciphering Pandemic Measures: discussing financial issues with clientsThe times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962....more36minPlay
February 06, 2020Alternative investing: Thinking differently about risk, return & correlationMyles Zyblock, who will present the case for alternative investments, the benefits that including alternatives can bring to client portfolios and an introduction to the recently launched Dynamic Liquid Alternatives Private Pool....more45minPlay
January 16, 2020Investment Strategy: Thoughts & Themes for 2020Myles Zyblock, Chief Investment Strategist, will share his outlook and thoughts on investment themes for 2020, recent market developments and his current asset allocation views, along with the rationale behind them....more51minPlay
November 21, 20195 Simple Steps to Retain Widowed ClientsDuring the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services....more59minPlay
FAQs about Dynamic Advisor Site Podcast:How many episodes does Dynamic Advisor Site Podcast have?The podcast currently has 38 episodes available.