Edition 26 – Chris Ireland & Adrian Altamirano

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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The Evolution of High-Net-Worth Advice In this edition of Coffee Talks, Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services at PPI and Adrian Altamirano, CIM, CFP, FCSI, Assistant Vice-President, Sales at PPI discuss the history, evolution and best practices of building, managing and supporting multidisciplinary teams for HNW clients.

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