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. | 
