Development Series Module 3B- Prospecting(Mentor Session)

Practice Development
Series Module:
3B Prospecting (Mentor Session)

Join us on Tuesday, May 17, 2022, at 8:30 A.M. (PDT) for Module 3B 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 May 15, 2022, at 11:30 P.M. (PDT)

Module Three: Prospecting

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:

Learn the difference between networking and prospecting
How to identify prospects
How to identify an ideal target client and market to them
The importance of networking
How to develop an effective network of centers of influence (COIs)
How full and proper documentation will be an important and consistent habit to develop

Module three 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