Advocis Kootenay Presents Practice Development Series Module #7A: Advice Delivery

Practice Development Series Module #7A: Advice Delivery

Join us on Tuesday, April 13, 2021, at 8:30 A.M. (PDT) for Module 7A 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

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 April 12, 2021, at 3:00 P.M. (PDT)

Register Now

Module Seven: Advice Delivery

Presenting the financial plan/analysis (“the plan”) to a client is what will motivate a client to move forward. In this module, you will learn how to:

Present the financial plan/analysis and make recommendations to the client
Move the client toward accepting their recommendations (this could include closing the sale and implementing the plan or placing insurance)
Deal with client objections and additional questions

*Module Seven 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: Advice Delivery: April 13, 2021
Module 7B: Advice Delivery/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