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Reminder: Practice Development Series Module 5A Discovery

Submitted by Rica Zara on October 4, 2022 - 12:00am

Practice Development Series
Module: 5A Discovery
Join us on Tuesday, October 11, 2022, at 8:30 A.M. (PDT) for Module 5A of the Practice Development series.

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

Register Early:

Available spots are limited and will be on a first-come, first-served basis.
  • Please note that registration for this event will close on October 9, 2022, at 11:30 P.M. (PDT)
Register Now
Module Five: Discovery

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.
Module five has been approved by The Institute for 2 CE credits.
Development Series
 
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
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
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
Source URL: https://trustglobalpacific.com/bulletins/advocis/2022-10-04/reminder-practice-development-series-module-5a-discovery