Content Library

Resources and webinars to level-up your business.
Finmo Momentum 2026
 About this session Is your workflow working for you, or are you working for it? At Finmo Momentum 2026, we’ll show you what happens when... read more
Finmo AI Webinar | Lendesk
 About this session The brokers pulling ahead right now aren't doing things the same way they've always been done. They're using AI to... read more
Haventree Alt Lending Webinar | Lendesk
 About this session Financial planners meet with every client in the fall to review investments and plan foryear-end, creating a... read more
Navigating FINTRAC: Understanding the new regulations and business impact
 This session covers what you need to know and have in place to adhere to the FINTRAC regulations. read more
Beyond the Close: Client engagement strategies for revenue growth
 Ways to monetize your client relationship strategy, tackle the upcoming renewal wave, and win clients for life. read more
Shake the mortgage tree: Navigating OSFI’s rule update on switch transfers
 Have renewal deals or clients that have renewals coming up? Come learn how to "shake the mortgage tree" to unlock the potential of switch... read more
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