Practice Development Series Module 5A Discovery

The Greater Vancouver 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.

This Webinar is Complimentary to both Members and Non-members

• Please note that registration for this event will close on October 9, 2022, at 11:30 P.M. (PDT)

While the financial advice model has moved from one of product sales first to advice first, advisors need to understand the client connection cycle as that will define how they begin to build a trust-based relationship. In this module, you will learn to:

1. Conduct a fact-finding assessment to reveal a client’s hopes, dreams, goals and concerns.
2. Apply different questioning techniques using open-ended questions.
3. Discover the power of active listening and use these skills to assist with fact finding.
4. Understand the importance of having a good system to keep accurate and complete records of client interactions for business and regulatory purposes.