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Development Series Module 4A - Engagement

Submitted by Rica Zara on August 24, 2022 - 4:53pm
Practice Development Series
Module: 4A Engagement
Join us on Tuesday, September 13, 2022, at 8:30 A.M. (PDT) for Module 4A of the Practice Development series.

The Greater Vancouver 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 September 11, 2022, at 11:30 P.M. (PDT)
Register Now
Module Four: Engagement

While the financial advice model has moved from one of product sales first to advice first, advisors need to understand the client connection cycle as that will define how they begin to build a trust-based relationship. In this module, you will learn to:

  1. Develop an understanding of a client connection cycle for financial advice
  2. Understand a client’s decision-making process
  3. Learn how to build a client connection process for financial advice
  4. Prepare for the initial interview
Module four 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
Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Vancouver Island at: Vancouverisland@advocischapter.ca.
Source URL: https://gpfs.ca/bulletins/advocis/2022-08-24/development-series-module-4a-engagement