Under 5, After 5 Practice Development Series: Module 3 – Prospecting

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, June 8, 2022 from 3:00 P.M. to 5:00 P.M. (Eastern Time) for our third module of the series, hosted by Desjardins.

Prospecting for clients is an important part of building a successful financial advisory practice. Whether at the start of your career or as your business matures, prospecting forms a central and continuous part of the Client Relationship Cycle (Initiation). You can learn more about the Client Relationship Cycle in the Resource section of the learning environment and later in this module. Module 3 will familiarize you with all aspects of prospecting.

• Note: there are two parts to Module 3 which we will complete in this event:
• Part one - 3.0 CE Credits
• Part two - 2.0 CE Credits

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

• Draw a distinction between networking and prospecting
• Continue to develop your business plan and deepen your discovery of your target market and ideal client type
• Identify the needs and issues of your ideal client type and create communications that target them effectively
• Determine where best to prospect according to your ideal client type
• Understand the importance of cultivating a Centre of Influence (COI) network
• Identify potential members of your COI network that align with your business plan and approach
• Understand how prospecting fits into the Client Relationship Cycle

Ticket Details:

• Both Members and Non-Members are entitled to view this webinar for FREE.
• Ticket sales end Tuesday, June 7, 2022 at 12:00 P.M. (Eastern Time)

Host:

Tara Pollard, CFP

Regional Sales Director | Desjardins

Tara Pollard is a Regional Sales Director with Desjardins Financial Security and has spent 20 years in the Financial Services industry working both in direct client sales as well as Business Development. Tara works with advisors and clients using her experience in sales coaching and holistic estate planning to identify strategic opportunities to build their personal and business legacies, while providing for a financially secure retirement.

Outside of the office she is an avid hockey player drafted by and playing for 3 teams each season, she is a lifelong Leaf's fan, and an absolutely chaotic but fantastic chef.

CE Requirements:

This event has been approved for 5.0 CE credits by The Institute, AIC, ICS and IC. 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 contact the Events team at events@advocis.ca
2. Attend the webinar using the email address entered on your registration form
3. 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.