Wednesday May 20 | 11:30 a.m. – 12:30 p.m. EST (1 hour) IFB Members: $20/ Non-members $35 (plus tax) Business as Unusual: What top advisors are doing to survive and thrive in challenging times April-Lynn Levitt, The Personal Coach 1.00 CE credit for Life Licenses (BC, ON, SK) AAC ID# 54548 1.00 Life Manitoba ID# 34221 FP Canada Approved CE: Practice Management, 1.00 April has been a coach with The Personal Coach since 2006 and is passionate about helping advisors reach their potential. April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 Billion dollars for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market. In this webinar, she will focus on: Self-care It’s normal to feel stressed or overwhelmed during uncertain times. Emotions in response to uncertainty may include anxiety, fear, anger and sadness. Taking care of yourself is important so you’re equipped to make the best decisions for your clients and your business. Mindset Do you have a growth mindset or a fixed mindset? To be the leader for your clients, your team, your family and you community we need to eliminate your limiting beliefs. Leading your team As a people leader, you have an important role to play to ensure the well-being and productivity of your team. From remote office requirements to managing the complexity of your teams mental health, this has never been more important and perhaps more challenging. Providing exceptional value to your existing clients This is an unprecedented societal shift, and from a business perspective, it’s already affecting clients behavior and expectations. Strategies for growth We will discuss the key strategies advisors are using in a virtual environment to drive growth including introductions from existing clients and centers of influence, online workshops, and networking. Financial management and measurement Whether the pandemic ends within a month or stretches into the longer-term, monitoring and understanding your numbers can identify the need to reassess or make changes to help ensure profitability. Are you tracking your critical success factors? | 
Printer-friendly version
PDF version
