12 July 2021
In an effort to expand its adviser edge platform, BMO Global Asset Management (BMO GAM) is launching Accelerator Pathways.
This new tool is designed to help advisers to develop soft skills necessary to grow and maintain their business. It is split across three stages: finding, winning and managing clients.
This CPD content provides insights and actions that can be implemented in the short-term. It also provides advisers with longer-term strategic concepts to help them develop their business.
BMO Adviser Edge already gives access to advisers to structured CPD content and professional support. They focus on financial planning, investment and practice management.
At launch the content will provide articles about the role of a marketing strategy, finding target audiences through segmentation and why content matters.