Advocis Greater Vancouver Presents Practice Development Series Module #6B: Analysis (Mentor Input)

Practice Development Series Module #6B:
Analysis (Mentor Input)

Join us on Tuesday, March 16, 2021, at 8:30 A.M. PST for Module 6B 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

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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 March 14, 2021, at 11:30 P.M.

Module Six: Analysis

The initial interview and fact finding process will uncover a client’s financial goals and priorities. The analysis and recommendation will differentiate you from other advisors in the marketplace. In this module, you will learn how to:

Prepare a financial plan and analysis
Identify opportunities to improve a client’s financial situation
Prepare recommendations to address a client’s needs.
Give full and adequate disclosure of all assumptions made in the analysis
Be aware of the life insurance policy replacement rules when making changes to current coverage.

*Module Six has been approved by The Institute for 3.0 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