Becoming an Indispensable Advisor: Some Tips and Strategies

Location

SFU Diamond Alumni Centre

University Dr E

Burnaby, BC V5A 4V5


Date & Time

Start Date: 09/25/2025
Start Time: 8:00 a.m. PT
End Time: 4:00 p.m. PT

 

Virgil Hlus will present “Becoming an Indispensable Advisor: Some Tips and Strategies” at Customplan’s Annual Investment Symposium - Double Assets Under Management through Collaboration and Innovation. Virgil will share how advisors can position themselves uniquely in the market by expanding their knowledge, building trust, and strengthening professional networks. He will also highlight the importance of communication, empathy, and investing in your team to become the trusted advisor clients rely on for all their needs.

 

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Attorneys

Virgil Hlus

Chair, Canadian/U.S. Cross Border

vhlus@cozen.com

(236) 317-6894

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