Building and preserving wealth together.

1-800-561-1177

Last Chance to Register For: Advocis Greater Vancouver PresentsPractice Development Series Module #4B: Preparation (Mentor Input)
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

 Practice Development Series Module #4B: Preparation (Mentor Input)

Join us on Tuesday, January 19, 2021, at 8:30 A.M. PST for Module 4B of the Practice Development series.

The Advocis BC Chapters have collaborated to offer the Advocis Practice Development series, focusing on skills and knowledge that newer advisors need to be successful. The modules are delivered in two parts by experienced advisors who will facilitate the workshops and mentor the participants.

This Webinar is Complimentary to both Members and Non-members

Please help us give back further to our communities, with a donation to your local Food Bank.

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

  • Please note that registration for this event will close on January 17, at 11:30 P.M.

Module Four Preparation:

While the financial advice model has moved from one of product sales first to advice first, advisors need to understand the client connection cycle as that will define how they begin to build a trust-based relationship. In this module, you will learn to:

  1. Develop an understanding of a client connection cycle for financial advice
  2. Understand a client’s decision-making process
  3. Learn how to build a client connection process for financial advice
  4. Prepare for the initial interview

*Module Four has been approved by The Institute for 2.0 CE credits.

Development Series Includes:
Modules 1 - 3: Hosted by Advocis Vancouver Island Chapter:

  • Module 1A: Business Planning: September 15, 2020
  • Module 1B: Business Planning/Mentor Input: September 22, 2020
  • Module 2A: Marketing: October 6, 2020
  • Module 2B: Marketing/Mentor Input: October 20, 2020
  • Module 3A: Prospecting: November 17, 2020
  • Module 3B: Prospecting/Mentor Input: November 24, 2020

Modules 4-6: Hosted by Advocis Greater Vancouver:

  • Module 4A: Preparation: January 12, 20201
  • Module 4B: Preparation/Mentor Input: January 19, 2021
  • Module 5A: Client Engagement: February 9, 2021
  • Module 5B: Client Engagement/Mentor Input: February 23, 2021
  • Module 6A: Analysis: March 9, 2021
  • Module 6B: Analysis /Mentor Input: March 16, 2021

Modules 7-9: Hosted by Advocis Greater Kootenay:

  • Module 7A: Client Engagement: April 13, 2021
  • Module 7B: Client Engagement/Mentor Input: April 20, 2021
  • Module 8A: Business Management: May 11, 20201
  • Module 8B: Business Management/Mentor Input: May 11, 2021
  • Module 9A: Practice Management: June 8, 2021
  • Module 9B: Practice Management/Mentor Input: June 15, 2021

Modules 10-12: Hosted by Advocis Greater Thompson Okanagan:

  • Module 10A: Marketing Your Practice: September 14, 2021
  • Module 10B: Marketing Your Practice/Mentor Input: September 21, 2021
  • Module 11A: Communication: October 5, 20201
  • Module 11B: Communication/Mentor Input: October 19, 2021
  • Module 12A: Relationship Management: November 9, 2021
  • Module 12B: Relationship Management/Mentor Input: November 16, 2021