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Practice Development Series Module 2B- Marketing (Mentor Session)

Submitted by Rica Zara on April 13, 2022 - 2:11pm

Practice Development Series Module: 2B Marketing 
(Mentor Session)
Join us on Tuesday, April 19, 2022, at 8:30 A.M. (PDT) for Module 2B of the Practice Development series.

The Vancouver Island Chapter is proud 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.

FREE: Advocis BC Chapters have partnered to present the entire series to foster the success of new advisors in our industry.

Join us for all 9 modules and connect with experienced mentors and your peers. These CE accredited Webinars are live sessions only. No credit for missed sessions.

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 18, 2022, at 3:00 P.M. (PDT)
Register Now
Module Two: Marketing

As you build your business, additional tasks need to be undertaken to ensure the continuity of the business and its continuous growth. In this module you will learn:

  1. Define your value proposition using a two-step process.
  2. Craft an effective elevator speech you can use when meeting a targeted prospective client.
  3. Create a personal biography that showcases your strengths and expertise.
  4. Enhance your professional image, including a comprehensive view of your personal presence, workplace and communications.
  • We will also discuss how to market yourselves during a pandemic

Module two has been approved by The Institute for 3 CE credits.
Development Series
 
Hosted by Advocis Vancouver Island Chapter:
  • Module 1A: Business Planning: March 8, 2022
  • Module 1B: Business Planning/Mentor Input: March 15, 2022
  • Module 2A: Marketing: April 12, 2022
  • Module 2B: Marketing/Mentor Input: April 19, 2022
  • Module 3A: Prospecting: May 10, 2022
  • Module 3B: Prospecting/Mentor Input: May 17, 2022
Hosted by Advocis Greater Vancouver:
  • Module 4A: Engagement: September 13, 2022
  • Module 4B: Engagement/Mentor Input: September 20, 2022
  • Module 5A: Discovery: October 11, 2022
  • Module 5B: Discovery/Mentor Input: October 18, 2022
  • Module 6A: Needs Analysis: November 8, 2022
  • Module 6B: Needs Analysis/Mentor Input: November 15, 2022
Hosted by Advocis Greater Thompson Okanagan:
  • Module 7A: Advice Delivery: December 6, 2022
  • Module 7B: Advice Delivery/Mentor Input: December 13, 2022
  • Module 8A: Fine Tuning your Financial Advisory Practice: January 10, 2023
  • Module 8B: Fine Tuning your Financial Advisory Practice/Mentor Input: January 17, 2023
  • Module 9A: The Value of Advice: February 14, 2023
  • Module 9B: The Value of Advice/Mentor Input: February 21, 2023
Source URL: https://gpfs.ca/bulletins/advocis/2022-04-13/practice-development-series-module-2b-marketing-mentor-session