Wednesday November 25 | 11:00 a.m. – 2:00 p.m. EST     (3 hours)

IFB Members: FREE / Non-members $45 (plus tax)

Valenta BPO Winter Workshop

David Sanders, VP of Sales, Paula McLean, Digital Marketing Consultant, & Jayesh Kasim, Founder and Managing Director

3.00 CE credits for Life Licenses (BC, ON, SK)

AAC ID# Pending

Manitoba ID# 35406

FP Canada Approved CE: Pending

RIBO CE: Pending

How to Build Business Owner Clients for Life

Most advisors start out advising the family market. As you gain experience, expertise and confidence, you start taking on pre-retirees and retirees. Along the way, you work with business owners and realize that the opportunities here are exponentially larger. But it’s also a more competitive market and it’s even more challenging to get the attention of successful business owners. So what will it take to become and remain a successful financial advisor in this space? Join David Sanders, VP of Sales for Valenta BPO to learn how to attract and build lasting relationships with business owners.

Personal Branding in the Digital Age

As a financial advisor, it has never been more important to have a strong digital presence. Having a website is important, but is there new and relevant content on it? Writing articles or creating video content sets up apart, but how do you get more views? And having social media profiles on one or more platform is a must, but how do you engage with clients and prospects on it? Join Paula McLean, Digital Marketing Consultant for Valenta BPO to share advice specific to Financial Advisors.

Why Metrics Matter & What You Should Track to Grow a Financial Advisor Business

You’ve probably heard the saying, “if you can’t measure it, you can’t improve it.” Join Jayesh Kasim, Founder and Managing Director at Valenta BPO to learn how he grew his company from 1 employee to over 300 in less than 8 years. As a former advisor himself, most of the Valenta team now supports Financial Advisors with creating and implementing financial plans including managing insurance and investments. Using real life case studies, he’ll share what metrics he focuses on, and how the Valenta team can support you by tracking and reporting on what’s most important in growing your financial advisory business.

Wednesday December 2 | 11:00 a.m. – 12:00 p.m. EST     (1 hour)

IFB Members: FREE / Non-members $30 (plus tax)

Investment and Retirement Solutions

Chantal Marquis, UV Insurance

1.00 CE credit for Life Licenses (BC, ON, SK)

AAC ID# Pending

Manitoba ID# 35407

FP Canada Approved CE: Pending

RIBO CE: Pending

UV Insurance is a mutual company offering investment and retirement products that are robust, guaranteed and flexible. Whether your clients are prudent, moderate or aggressive investors, you will find an investment product that meets their current needs and future aspirations. The range of UV Investment and Retirement products cares about their well-being and that of their loved ones.

Chantal Marquis is Director - Business Development for the Individual Insurance and Investment-Retirement at UV Assurance. Chantal has been working with UV Insurance for the last 2 and a half years. Prior to join UV Insurance, Chantal worked in the paramedical services industry over a period of 19 years and she knows many facets of the insurance industry.

Ms. Marquis is currently Studying to obtain her license in insurance of persons. From her previous experiences, she has repeatedly offered CE-accredited training to financial security advisors. It is with dynamism and enthusiasm that she offers her training, and she knows how to adapt her speech to the clientele present. In addition, to present relevant training to financial security advisors, Ms. Marquis must update the training in question and ensure that their accreditation is maintained, which undoubtedly allows her to stay up to date in the enforcement of CSF rights and laws.

Wednesday December 9 | 11:00 a.m. – 12:00 p.m. EST     (1 hour)

IFB Members: FREE / Non-members $30 (plus tax)

Exploring Retirement Living and Affordability

Kelley Keehn, Financial Educator sponsored by Chartwell Retirement Residences

1.00 CE credit for Life Licenses (BC, ON, SK)

AAC ID# Pending

Manitoba ID# 35408

FP Canada Approved CE: Pending

RIBO CE: Pending

In this informative webinar Chartwell Retirement Residences will help you learn more about retirement living and affordability with financial educator Kelley Keehn. Gain insights that will help you bring value to your clients and discover opportunities to connect with new clients through Chartwell.

Find out more about the retirement living industry.

·        What is the difference between retirement living and long term care?

·        Why is retirement living a safe lifestyle choice for seniors?

Advising your clients: Financial Considerations

·        What is the average length of stay in a retirement residence?

·        How do care services affect monthly rent?

A Conversation with Kelley Keehn

Find out more about how a deeper understanding of retirement living can give you a competitive advantage.