Practice Development Series: Module 5 – Discovery

• Wednesday, February 15, 2023
• 5:00 P.M. to 6:00 P.M. (EST)

Our Practice Development Series provides the practical skills and knowledge that newer advisors need to be successful. Join the Saugeen chapter in person on for our fifth module of the series.

Ticket Details:

As a benefit of membership Advocis Members are able to attend " Practice Development Series Module 5- Discovery" at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate.

• Member: FREE
• Non-Member: $40.00

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Registration closes on Monday, February 13, 2023, at 11:30 P.M. EST

Module 5 - Discovery:

In the Discovery stage, you continue to build rapport with clients as you collect relevant financial data regarding goals and gain an appreciation of their priorities, values, preferences, and concerns. You want to learn all you can about your clients in order to build an accurate picture of their current situation and to be able to identify current and future needs and opportunities. The outcome of this exploration will help tailor a financial plan uniquely suited to the client’s needs, goals and aspirations.

Upon completion of this Module and the accompanying Practice Development Activities, you will be able to:

• Conduct a fact-finding assessment to reveal a client’s hopes, dreams, goals and concerns
• Apply different questioning techniques using open-ended questions
• Discover the power of active listening and use these skills to assist with fact finding
• Understand the importance of having a good system to keep accurate and complete records of client interactions for business and regulatory purposes

All members and non-member from across the Ontario South West region and the country are welcome.

CE Requirements:

This event has been approved for 2.0 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 have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form

• 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.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Saugeen chapter at: Saugeen@AdvocisChapter.ca