Building and preserving wealth together.

1-800-561-1177

Strategies For Success 2022 - Join us Virtually on June 28
Submitted by Rica Zara on June 2, 2022 - 10:56am
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

Strategies For Success 2022

Unable to attend in-person for this year’s Strategies for Success in Newfoundland & Labrador? Not to worry we have you covered with a virtual viewing of our Strategies for Success conference on Tuesday, June 28th at 9:00 (NDT). Register today and you can experience in real time the excellent content.   

 

Strategies for Success for the

Advisor Today and Tomorrow

How has your practice evolved during the pandemic? What about the needs of your clients? This year’s theme of Between a Rock and a Soft Place - Building Community with Fearlessness and Adaptability will not only highlight the soft skills needed to run a successful financial practice in a changing industry landscape, but will showcase how community support and involvement are now more pivotal to business success than ever.

Ticket Details

Available spots are limited and will be on a first-come, first-served basis.

  • Please note that registration for this event will close on June 17, 2022, at 11:30 P.M. (NDT)
  • Strategies For Success has been approved by The Institute for CE credits.
  • Digital ticket Advocis Member:$150.00
  • Digital ticket Non-Member:$250.00
REGISTER NOW
*Still looking to attend Strategies for Success in-person Click Here*
Agenda
Breakfast & Farmers Market

9:00 A.M. - Introductions and Welcome

9:15 - 10:15 A.M. - Chis Venn: Practice Management

10:15 - 10:30 A.M. - Power Talks:
  • Matthew Ramadan: Diversity and Inclusion
  • Shannon Tatlock: Building a Resilient Practice/Pivoting for Success

10:30 - 10:55 A.M. - Morning Movement and Nutrition Break 

- hosted by Jill Sheppard of the Advocis New Brunswick chapter

11:00 - 12:00 P.M. - Amy Florian: Effectively Communicating with Clients in Times of Crisis and Loss

12:00 - 12:50 P.M. - Lunch

12:55 - 1:10 P.M. - Power Talks:

  • Rob Eby: Leveraging Technology and How Our Practice Has Changed

1:15 - 2:15 P.M. - Fireside Chat on the Industry with Tashia Batstone of FP Canada and Greg Pollock of Advocis

2:15 - 3:15 P.M. - Local Smash Up: Soft Skills - Working Clients through Change: Bankruptcy and Separation

3:15 - 3:45 P.M. - Nutrition Break and Movement

4:30 - 5:00 P.M. - Matt Wright, local comedian and Juno nominee

6:00 P.M. - Island Style Cocktails with live local music

7:30 P.M. - Scoff and Scuff (dinner) with musical guest Shanneyganock

 
Welcome to Global Pacific!
Manulife Insureright
Compliance bulletin
COVID-19 Update
Calendar

Quick Links

4.050%

Financial Security Questionnaire