Advocis Toronto: U5A5 Practice Development Series: Business Planning
Event Information
About this event
Under 5, After 5 Practice Development Series: Module 1 – Business Planning
Hosted by Longevity Achieve and U5A5 Series sponsored by Sun Life
Our Under 5, After 5 Practice Development Series provides the practical skills and knowledge that newer advisors need to be successful. Join the Toronto chapter on Wednesday, February 16th, 2022 from 3:00 P.M. to 5:00 P.M. (Eastern Time) for our first module of the series, hosted by Longevity Achieved.
Building a Business Plan is the key to launching a successful business. As a newer advisor, your first step in establishing a successful financial advisory practice is to define what your practice will look like.
Upon completion of this Module and the accompanying Practice Development Activities, you will be able to:
- Conduct a Business Opportunity Assessment, including an evaluation of your strengths and weaknesses in order to take advantage of opportunities in the marketplace
- Define your business, including a description of your vision, mission and values
- Write business and self-improvement goals aligned with SMART best practices
- Determine your business revenue sources, business expenses and any sources of additional capital
- Develop an Activity Action Plan containing five to seven activities each week that will result in client base growth and income generation
Ticket Details:
- Both Members and Non-Members are entitled to view this webinar for FREE.
- Ticket sales end Tuesday 15, 2022 at 12:00 P.M. (Eastern Time)
- Note to iPhone Users: Eventbrite event tickets cannot be purchased through the iOS Eventbrite mobile app at this time. In order to purchase tickets on your Apple device, please first delete the Eventbrite mobile app from your device and then use the iPhone web browser to purchase Eventbrite event tickets until further notice.
- If you run into any issues registering please reach out to Events@advocis.ca.
Presenters:
Alaeddine Jabri
Managing Partner, Longevity Achieved
Alaeddine Jabri is the managing partner at Longevity Achieved, a managing general agency and full-service boutique, insurance and investment firm delivering excellence in financial service. Alaeddine leads the New Breed Of Broker®, a community of advisors who are insatiably curious and unabashedly in love with the people they serve - who also use insurance and investments as tools to help clients achieve the life they want.
Alaeddine is regularly asked to speak at industry events, contribute on expert panels and for comment in national news publications. Committed to the adoption and growth of the insurance profession, Alaeddine mentors’ new advisors and provides the framework for established advisors to transform their business. In 2021 Longevity Achieved was nominated as Wealth Professional’s Multi-Service Advisory Team of the Year.
Liana Simms
Lead Client Consultant for Life Insurance & Living Benefits at Longevity
Achieved, a managing general agency and full-service boutique, insurance and investment firm - delivering excellence in financial service. Liana is also a trainer to a high-performing, 25-person sales team and continues to bring value to her peers and drive results within the community.
While raising her three children, Liana spent twenty-one years in dentistry as an administrator. This formed the foundation for her high sense of compassion and professionalism.
In service of being a reliable resource of comprehensive financial services to a broader demographic of clients, Liana regularly participates in personal & professional growth training and development programs and is currently pursuing two of the highest financial designations in our industry, the Certified Financial Planner® & Chartered Life Underwriter designations.
In 2021, Liana Simms and Longevity Achieved were honored with Wealth Professional’s Excellence Award for Multi-Service Advisory Team of the Year.
CE Requirements:
This event has been approved for 3.0 CE credits. To be eligible to earn any CE from this event, you must:
- 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 contact the Events team at events@advocis.ca
- 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.
Thank you to Sun Life, our 2022 sponsor of the U5A5 Series:
Questions:
Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
If you have any questions or concerns regarding this event, please reach out to the Advocis Toronto chapter at Toronto@advocischapter.ca.