Practice Development Series

Module 7 – Advice Delivery

In this module, you will learn how to effectively communicate your findings of the needs analysis to your clients as well as the solutions you recommend that will address the identified gaps. You will learn the most effective ways to deliver advice and present recommendations to your clients.

• May 22 2024
• 5:00pm - 7:00pm (EDT)

Ticket Details:

As a benefit of membership Advocis Members are able to attend "Practice Development Module 7- Advice Delivery" at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

• Member: FREE
• Non-Member: $40 + Ticketing fee

Limited tickets available on a first-come, first-serve basis. Please purchase by, May 20th, 2024 at 11:30 P.M. EDT. Be sure to register early!

Advice Delivery Details:

With practice, these methods will increase the likelihood that your clients will collaborate with you to determine the best solutions for your client and implement your recommendations. The communications strategies outlined in this module will help you to continue to grow and maintain your relationship with your client.

Upon completion of this module, you will be able to present financial planning recommendations to clients for four common financial planning goals:

• Debt reduction
• Saving for education
• Saving for retirement
• Protecting one’s family using life insurance

CE Requirements:

This event has been approved for 2.0 CE credits by The Institute. In order to receive CE certificate your information may be provided to a 3rd party provider.

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate or not provided at the time of registration.

a. If you have forgotten your Advocis ID, please click here to recover.

b. 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

a. 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