VISL: Practice Development Series Module 3B- Prospecting(Mentor Input)
Event Information
Event description
Hosted by Advocis Vancouver Island in partnership with Advocis Greater Vancouver, Advocis Kootenay and Advocis Thompson Okanagan
About this event
Module 3B in this 12-Module series:
Practice Development Series: Module 3B- Prospecting (Mentor Input)
The Vancouver Island 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 12 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 Three: Marketing
During this session you will learn to:
- Learning the difference between networking and prospecting
- How to identify prospects
- How to identify an ideal target client and market to them
- The importance of networking
- How to develop an effective network of centers of influence (COIs)
- How full and proper documentation will be an important and consistent habit to develop
- We will also discuss how to prospect during a pandemic.
Module Three has been approved by The Institute for 3 CE credits.
CE Requirements
This event will have CE credits available. 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 Member Services 1-877-773-6765 or info@advocis.ca
- Attend the webinar using the email address entered on your registration form
Development Series includes:
Earn up to 34 CE Credits!
Modules 1 - 3: Hosted by Advocis Vancouver Island Chapter:
- Module 1A: Business Planning: September 15, 2020
- Module 1B: Business Planning/Mentor Input: September 22, 2020
- Module 2A: Marketing: October 6, 2020
- Module 2B: Marketing/Mentor Input: October 20, 2020
- Module 3A: Prospecting: November 17, 2020
- Module 3B: Prospecting/Mentor Input: November 24, 2020
Modules 4-6: Hosted by Advocis Greater Vancouver:
- Module 4A: Preparation: January 12, 20201
- Module 4B: Preparation/Mentor Input: January 19, 2021
- Module 5A: Client Engagement: February 9, 2021
- Module 5B: Client Engagement/Mentor Input: February 23, 2021
- Module 6A: Analysis: March 9, 2021
- Module 6B: Analysis /Mentor Input: March 16, 2021
Modules 7-9: Hosted by Advocis Greater Kootenay:
- Module 7A: Client Engagement: April 13, 2021
- Module 7B: Client Engagement/Mentor Input: April 20, 2021
- Module 8A: Business Management: May 11, 20201
- Module 8B: Business Management/Mentor Input: May 11, 2021
- Module 9A: Practice Management: June 8, 2021
- Module 9B: Practice Management/Mentor Input: June 15, 2021
Modules 10-12: Hosted by Advocis Greater Thompson Okanagan:
- Module 10A: Marketing Your Practice: September 14, 2021
- Module 10B: Marketing Your Practice/Mentor Input: September 21, 2021
- Module 11A: Communication: October 5, 20201
- Module 11B: Communication/Mentor Input: October 19, 2021
- Module 12A: Relationship Management: November 9, 2021
- Module 12B: Relationship Management/Mentor Input: November 16, 2021
If you have any questions or concerns regarding this event, please reach out to the Advocis Vancouver Island at:Vancouverisland@advocischapter.ca.
