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

Event information for Golden Triangle

 Event Detail
Organized by: Chapter     
Event Title: The Personal Coach - Branding, Business Coaching & Buyouts  Event Type: Seminar 
Start: 1/15/2019 End: 1/15/2019 Start Time: 8:00 AM End Time: 12:00 PM


What’s Your Plan? 

This event is designed for advisors who are looking to make 2019 their best year yet by utilizing effective planning tools.

Valuable Topics of Discussion

• Understanding the business growth curve and where you are on the curve

• Evaluating your current practice/situation/results

• Creating a compelling vision for your practice and your life

• Developing an action plan that gets the results you want

• Outlining steps to create value and minimize risk in any M&A transaction

• Assessing the market readiness of your business

• Determining the value of your business

• Getting started on creating your compelling story

• Defining the personality of your business

• Discovering how other advisors have had brand success

Speakers, The Personal Coach Team

Bob King - Business Coach 

April-Lynn Levitt, B.Comm, CFP - Business Coach 

Afsar Shah, B.A., LLB - Business Coach 

Fortunato Restagno - Brand Coach

Download Flyer (PDF)


Workshop Schedule and Topics

8:30 am Kevin Bewick & Bob King, Introduction to The Personal Coach

9:00 am April Lynn Levitt, Strategic Planning - Setting Your Foundation for Success, Q&A

10:00 am Break

10:15 am Afsar Shah, M&A: A Roadmap to Maximizing Value, Q&A

11:00 am Fortunato Restagno, Standing Out in the Marketplace with Your Compelling Brand, Q&A

11:45 am Bob, Wrap Up and Summary

CE Credits: 3 CE Credits (Estimated) 

Information About The Personal Coach

The Personal Coach provides customized one-on-one business coaching for financial advisors and their teams to drive results and realize confidence, focus and freedom. The team of coaches have expertise in the 13 critical areas of an advisor’s business and understand the challenges advisors and their teams may be experiencing.


They help with:

• creating and implementing a strategic plan

• developing effective workflow

• implementing systems and processes

• differentiating the business in a crowded marketplace

• hiring and keeping the right people

• acquiring businesses/blocks of business

• succession planning

Whether you are focused on creating revenue, building your business or monetizing, the coaches help advisors in every stage. When working with The Personal Coach, over time, your business and life will look different than it looks today. The impact of the work is lasting and profound.

Please connect with The Personal Coach at confidence@thepersonalcoach.ca if you have any questions about the event.

Location Westmount Golf & Country Club
50 Inverness Dr
Kitchener, ON N2M 4Z9
Contact Kelly Thomas
(519) 489-0134

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $60.00 $   
For non-member: $ $80.00 $