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Croesus Lunch and Learn: Develop practice management insights from portfoli...

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Leña restaurante

176 Yonge St

Toronto, Ontario M5C 2L7

Canada

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Croesus Lunch and Learn:

Develop practice management insights from portfolio data


How can practice managers help advisory teams identify the most valuable opportunities? Revenue sources? Analyse book inventory? Meet us for a lunch and learn at Leña Restaurante for the answers to these questions and much more. The lunch and learn will look at how practice managers can leverage portfolio data to target opportunities and build effective growth strategies for advisors. Jean-Philippe Doré, Product Manager and Lori Goodfellow, Director, Business Architecture from Croesus will lead this fascinating discussion in a private setting.

Leña’s cuisine showcases the vibrant essence of South American cooking, with unique Spanish and Italian influences. A three-course meal will be served during the presentation.


Date: September 26, 2019
Time: 12 PM - 1:30 PM
Location: Leña restaurante, 176 Yonge St, Toronto, Ontario M5C 2L7

Date and Time

Location

Leña restaurante

176 Yonge St

Toronto, Ontario M5C 2L7

Canada

View Map

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