Supporting you and your business as we transition through this challenging time. |
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It's the ideal time to think ahead and position your business for success in the coming months. Join us on May 19 for a webinar with a leading practice management consultant where you'll hear what other advisors are doing that works, learn how to leverage growth opportunities and discover a simple way to adapt your sales conversation to create decision momentum. You'll also walk away with a simple 90‑day game plan that sets you up for success. |
Business Solutions Consultant Michele Gervais will guide you through practical tips to help you shift from reactive to proactive and set yourself, and your practice, up for the future. Michele has worked in‑depth with top advisors across Canada since 2011 and brought leading practice management tools to life. |
In this session, you'll build a 90-day, actionable game plan to help you: - Prioritize your time to work ON the business, rather than just IN the business
- Identify conversation opportunities with growth clients in your book of business
- Adapt your sales conversation to create decision momentum
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Date: Tuesday, May 19, 2020
Time: 10:00 – 11:00 a.m. PT
Location: Microsoft Teams Live
*Note: this is an English-only webinar. We plan on having a French webinar soon. |
Add it to your calendar and follow this link to join. |
Pre-work |
To get the most out of the live session, please review and reflect on these questions prior to the session. A blank 90‑day game plan is also included for you to fill out during the live session. |
Questions you want answered |
If you have questions, please submit them in advance to Tyler Orchard, Associate Vice President, MGA Partnerships. |
Accessing the webinar |
This webinar will be hosted on Microsoft Teams. You can download the application on your computer, laptop or mobile device. |
Download Microsoft Teams |
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