Advocis Thompson Okanagan Practice Development - Module 7A Advice Delivery

Practice Development Series:

Module 7A Advice Delivery- Facilitated Workshop

The Thompson Okanagan 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.

• Live webinars with Q & A and CE credits.
• 2 Webinar events per month.

Module Seven: Advice Delivery

• In this module you will learn how to effectively communicate your findings 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.

CE Requirements

This event has been approved by The Institute for 2.0 CE credits. 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.

• 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.

Development Series includes:

Earn up to 30 CE Credits!

Modules 1 - 3: 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

Modules 4-6: 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

Modules 7-9: 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 Advocis Thompson Okanagan at: ThompsonOkanagan@advocischapter.ca