Advocis Greater Vancouver: Building Better Business with Technology

Thursday July 6, 2023
1:00pm to 2:30pm PST
[Online event]

Join the Greater Vancouver Chapter with special guests Prem Binning and Brandon Chapman from the Advocis Technology and Innovation Committee, as they lead us through Building Better Business with Technology! Members and non-members across the region and the country are welcome to attend!

In this presentation, we will walk through:

The Technology and Innovation Committee (TIC) is a member-driven volunteer committee of Advocis.
What the TIC has been working on to bring to Advocis members.
Trends we are seeing in our line of business.
Industry software that all members should be aware of.
Software that can be implemented into their business immediately.

This event has been approved for 0.5 CE credits by The Institute.

Thursday July 6, 2023
1:00 P.M. to 2:30 P.M. (PST)

Ticket Details

As a benefit of membership Advocis Members are able to attend "Building Better Business " at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock your FREE member ticket. Do you need assistance using your Advocis ID in the checkout? We have a short video to assist you.

Member: FREE
Non-Member: $25 + GST

Limited tickets available on a first-come, first-serve basis. Ticket sales end July 4th, 2023, 11:30 P.M. PDT. Be sure to register early!

REGISTER

Prem Binning

Regional Vice President - British Columbia, HUB Financial

Prem graduated with a Bachelors of Commerce degree in Finance and Marketing from the University of Northern British Columbia in 2003.

Prem has been involved within the financial industry since 2001 working with a credit union in Northern British Columbia. Upon graduation in 2003, Prem moved to the lower mainland and started work as a financial advisor for a major credit union in B.C. before joining Manulife Financial in 2007. Moving from Manulife, he joined HUB Financial in March 2021 as Regional Vice President leading HUB’s sales and marketing team in BC.

Within his current role as Regional Vice President at HUB Financial, Prem is responsible for leading the sales and marketing team in BC. His team focuses on maintaining advisor relationships and the delivery of education/consulting on over 20 carrier insurance products within the MGA channel.

Prem has been married for 17 years to his wife Manju and has a two daughters, Mia 15 and Ava 12.

Brandon Chapman, CFP

Founder, Advisor Flow

Meet Brandon Chapman, a champion for technology innovation in the financial services sector. With his background as a certified financial planner, chartered life underwriter and over 8 years of experience in the industry, Brandon has a deep understanding of the financial advisory landscape.

As the founder of AdvisorFlow and Principal of SaaS Wealth Insurance, Brandon is dedicated to empowering financial advisors with cutting-edge digital tools to enhance their practices. Brandon is a sought-after speaker, having presented at national meetings with Advocis and CALU, and has been recognized by several publications for his innovative contributions to the industry.

Saskia Vermeulen, CHS, CFP, Senior Advisor

S outhlands Financial

Saskia Vermeulen is a third-generation insurance broker specializing in health and life insurance and employee benefits. She completed her BA at the University of British Columbia. After a successful career in marketing, she moved into the insurance and financial services industry. In 2016, she launched her own practice, Southlands Financial. She is proud to provide high levels of service to her group and individual clients. Saskia has high ethical standards and the needs of her clients are her top priority. By carefully researching and identifying financial goals and objectives she helps clients set up, implement, and review their personal financial plans on an ongoing basis. She is committed to continuing education and has earned her Certified Health Specialist (CHS) and Certified Financial Planner (CFP) designations. Saskia is passionate about giving back to the financial services industry and serves as membership chair on Advocis’ Greater Vancouver Chapter board. She is also involved with a charity which helps raise money for women’s education.

Moderator

A ngelina Hung, BA, CFP, CLU, CHS, EPC

Financial Marketing Nerd

Angelina is a highly experienced professional with a background spanning over 20 years in the financial services, marketing, and technology industries. With a track record of excellence, she has earned CFP, CLU, CHS, and EPC designations. She is known for providing financial advisors with top-quality investment and insurance content and the latest digital marketing strategies to support their business growth.

At Financial Tech Tools, Angelina combines her extensive knowledge and expertise to provide advisors with customized digital marketing solutions, which can save them a minimum of 40 hours when creating a website, content, email, and social media strategies. This unique offering has positioned Financial Tech Tools as a leading provider of digital marketing solutions in the industry.

Angelina has been recognized for her outstanding achievements and was featured as one of the top "50 Women of Influence in Canada" in The Insurance and Investment Journal.

CE Requirements:

Attendance for the entire session will earn:

0.5 CE Credits by The Institute

To be eligible to earn any CE from this event, you must:

Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
- If you have forgotten your Advocis ID, please click here to recover.
- If you do not have an Advocis ID number please complete this form to request one.
Attend the webinar using the email address entered on your registration form