Advocis Calgary: Build Your Practice - Practice Development Series 8

Advocis Calgary: Build Your Practice - Practice Development Series 8

Actions and Detail Panel


Date and time


Carriage House Hotel & Conference Centre

9030 Macleod Trail

Calgary, AB T2H 0M4


View map

Refund policy

Refunds up to 7 days before event

Under 5, After 5 Practice Development Series: Module 8 - Fine Tuning your Financial Advisory Practice

About this event

Build Your Practice - Practice Development Series - Module 8: Fine Tuning your Financial Advisory Practice

Join the Calgary chapter on Friday, October 21, 2022 from 9:30 A.M. to 11:30 A.M. (Mountain Time) for module 6 of the Practice Development Series. This series is designed for advisors under seven years in the industry. This series focuses exclusively on the practical skills and knowledge that advisors need to be successful.

The Calgary chapter invites its chapter peers (Edmonton, Medicine Hat, Lethbridge and Northern Alberta). Members across the region and the country are welcome to attend.

As you continue to grow and develop your financial advisory business, it is likely you have already worked through the Client Relationship Cycle several times with new clients. You have developed a comfort level with this cycle and learned to customize parts of it to suit your unique financial advisory practice. As you continue to develop your business, it is important to conduct a preliminary review of your business operations.

Upon completion of this module, you will be able to:

  • Review your existing work habits and explore more effective ones
  • Review your personal and business goals and targets
  • Review your marketing plan and results

Tickets are Limited!

As a benefit of membership, this event is FREE for Advocis Members, ($35 + GST for Non-Members)

  • Members, use your Advocis Membership ID to trigger the promotional discount in Eventbrite
    • Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
  • Tickets are on a first-come, first-serve basis (only 25 spots available)


  • Carriage House Inn
  • 9030 Macleod Trail S, Windsor B Room
  • Calgary, Alberta

Covid-19 Protocols:

  • We will be following any local and provincial Protocols.

CE Requirements:

This event is qualifies for 3.0 CE Credits by The Institute. To be eligible to earn any CE from this event, you must:

    1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
    • If you would like to be extended the member pricing, please join.

    Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.


If you have any questions or concerns regarding this event, please reach out to the Advocis Calgary chapter at:

Advocis Calgary: Build Your Practice - Practice Development Series 8 image

Share with friends