Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Ottawa


 Event Detail
Organized by: Chapter     
Event Title: Day of Excellence 2017  Event Type: Seminar 
Date/Time
Start: 6/27/2017 End: 6/27/2017 Start Time: 8:00 AM End Time: 4:00 PM
Description:

Advocis Ottawa is proud to announce a special day dedicated to excellence in bringing advisors’ business to the next level.

In order to get the full benefits from Day of Excellence, and to download the Agenda, interact with other attendees, speakers and sponsors, download the free event app on your smart phone!  Don't forget to keep updating the app as well.

Go to the "app store" for your particular smart phone and download ADVOCIS2017, which has ALL THE DETAILS!

Our line-up of speakers and how they became leaders of the industry will attract all advisors in our region and from across the country. This is an opportunity to share and network with them and provide them with knowledge, confidence and value in increasing their business, raising the bar of professionalism and boosting your bottom line.


Day of Excellence – June 27, 2017

 Ottawa Conference and Event Centre

(formerly Hampton Inn Conference Centre)
200 Coventry Road, Ottawa, ON K1K 4S3

(off the Vanier Parkway)

DRAFT AGENDA

7:45 AM - 8:30 AM         Breakfast & Registration            

8:30 AM – 8:45 AM        Welcoming Remarks

8:45 AM - 9:40 AM         The Value of Advice: Practicing Rationality Under Uncertainty in an Irrational World – Nick Murray

9:40 AM - 10:20 AM       The Shape of Financial Advice Ahead – Jim Burton

10:20 AM - 10:40 AM     Coffee Break

10:40 AM – 11:25 AM    A 47-year Perspective – George Sigurdson


11:25 AM – 11:55 AM    The Value of Living Benefits – Keith Leech

11:55 AM – 12:40 PM    Lunch

12:40 PM 1:15 PM      Will there be Financial Advice for All?


1:15 PM 2:00 PM        Building Teams – Reid & Izumi McGruer


2:00 PM – 2:40 PM        Velocity Selling – Bob Urichuk

2:40 PM - 2:50 PM         Break

2:50 PM - 3:40 PM         The Timeless Practice – Ed Deutchlander

3:40 PM – 3:50 PM        Closing Remarks



Many thanks to PPI Solutions, our

2017 Day of Excellence Platinum Sponsor,

for their invaluable support!


 
Agenda:  
CE Credits: 3 to 5 CE credits are anticipated 
Speaker
Biography:
 
 
Location Ottawa Conference and Event Centre (formerly Hampton Inn Conference Centre)
200 Coventry Road (off Vanier Parkway)
Ottawa, ON K1K 4S3
Contact Ann Gregory

ottawa@advocischapter.ca
advocisottawa.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   10/9/2016  6/16/2017   
For Member: $ $175.00 $195.00   
For non-member: $ $195.00 $245.00