Join us for an exclusive webinar designed for IDC WIN advisors to explore how Psyvitaliti’s evidence-based CBT can help your clients tackle stress, anxiety, relationship challenges, while enhancing your value as an advisor. What you'll learn: ➡️What CBT is and how it works ➡️Bridge the EAP usage gap and strengthen relationships using CBT ➡️ROI of mental […]

    Workplace Solutions   RSP season presents a unique opportunity for financial advisors to expand their business, deepen client relationships, and offer high-impact solutions that improve employee financial wellness. This session will explore: ✅ Why Group Savings Plans (GSPs) are more relevant than ever ✅ How to leverage RSP season for client engagement ✅ […]

Ready to turn workplace benefits into a powerful sales funnel? Join us for a fresh look at CRISP—an exclusive IDC WIN Workplace Solutions program designed to help you build credibility with small business clients and convert employee engagement into individual sales. Why CRISP? Perfect for small business clients looking for value-add solutions Easy-issue options make […]