Communicating Value, Earning
Trust and Inspiring Action in a Virtual World

Join us for a Master Workshop on September 23, 2020, at 1:00 P.M. (PDT) with Tyson Villeneuve, Creative Mind and Founding Partner of The Social Concierge and Peter McGee, Owner and Lead Consultant of Marketing Wealth.

This workshop will explore how advisors can switch gears, be proactive and connect with clients in new and positive ways. We will discuss how to set up an unforgettable client appreciation event online, and how to integrate branding and prospecting strategies to create growth for your practice in our ‘new normal’.

As a benefit of membership, you are entitled to view this webinar for free ($25 for non-members). Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.

Please help us give back further to our communities, with a donation to your local Food Bank.

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 September 21, at 11:30 P.M.
• This Webinar has been approved by The Institute for 2.00 CE credits.

The Social Concierge:

The Social Concierge is a boutique branding and marketing agency that specializes in consistently delivering unique, premium solutions to a select range of experientially-focused clients. We also create and execute a portfolio of designer in-house events and tailored hosting programs for special guests both locally and abroad.

We value the history of brand culture and design, the integrity and longevity of strong partnerships, and attention to detail as fundamental pillars toward the building of a strong image. Our team draws inspiration from the past and architects today into tomorrow.

Long-live the spectacular!

Speaker's Bio:

Peter McGee:

Peter McGee is the Owner of MarketingWealth, a consultancy exclusively serving Financial Planners and Advisors. Peter has been developing and executing marketing initiatives for over 12 years in a variety of industry sectors, including a stint with IG Wealth Management as Regional Planning Support Specialist, providing on-the-ground marketing for advisors and teams.

Whether you need an immediate demand-generation solution, or wish to create a unique and compelling brand to inspire clients and prospects, Peter McGee is your go-to consultant.

“I’m blown away by Peter’s ability to tie brand messages to marketing execution, making it effortless to communicate those messages with clients and prospects. His creativity and drive to provide value has greatly helped my team on a number of projects.”