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

Event information for Vancouver Island


 Event Detail
Organized by: Chapter     
Event Title: PRO-D DAY & AGM - ONE LOCATION ONLY -VICTORIA  Event Type: Seminar 
Date/Time
Start: 11/6/2019 End: 11/6/2019 Start Time: 8:30am End Time: 4:00pm
Description:

The Vancouver Island Chapter of Advocis is pleased to present to you the last Professional Development Day of 2019

Facilitation of Complex Needs: Guiding Your Client Through Transitions

Our speakers will focus on opportunities for you to engage and guide clients through critical junctures in their lives, with case studies highlighting how to approach tough situations, effective sales of corporations, and support for aging clients and their caregivers.  This day will give you the tools to effectively engage your clients in critical discussions and planning, increasing the great value of service you bring to your clients every day.

Janet McLean, MBA – Education and Engagement Lead, Family Caregivers of British Columbia

Janet’s non-profit experience spans 30 years starting with contracts in New York with the United Nations and UNICEF. After 15 years in health care, Janet’s thrilled to be working with FCBC. Having been a caregiver herself, she appreciates the privilege and pressure the role presents. With the increasing emphasis on aging in place, it is more critical than ever that families and caregivers have access to programming and services that will build and support the capacity they require to meet the challenge.

Simon Reilly – International Values and Behavioral Analyst, Business Coach, Speaker and Author

Simon goes beyond the mechanics of success when working with a client, and pulls back the curtain and allows his clients to really understand what holds them back from realizing their goals. His insights help his clients identify and release their “Unmet Needs” driven self-limiting, self-sabotaging beliefs and emotions so that they can realize their True Values, positive beliefs and positive feelings so that they may reach the levels of success they dream of.

Robert Gignac, Financial Industry Speaker, TV Host of WE Talk Money, Podcast Host “Money Motivation and More, Best Selling Author “Rich is a State of Mind”

In today’s hyper-competitive financial market your clients and prospects have no shortage of advisors and companies trying to lure them away from you. Robert’s question to you: Will you lead or be left behind? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for their families.

Malcolm Webster – Director, Executive Mentor Program at the Gustavson School of Business, Business Coach, Mentor, Facilitator

Malcolm uses real-world advice, and simple but effective tools, to help the Owner/ President of the private business make better decisions, take more focused action, be more accountable and in this way increase profitability.

Mike Lenz – Chinook Business Brokerage                  

Mike Lenz is a highly experienced Business Intermediary helping people buy and sell businesses in Victoria, Vancouver Island and throughout BC and into Alberta, also providing exit strategy consulting, business coaching, valuation services.

CE Credits: 5-6 (TBC)

Thank you to all of our sponsors for your support!


 
Agenda:

November 6th, 2019 - Westin Bear Mountain Resort

 

Vancouver Island Chapter of Advocis Pro D Day

AGENDA

8:30am        Registration and Breakfast

8:50am        Opening Remarks – Mark Roberts, Chapter President

9:00am       Guide to Financial Assistance for Caregivers - Janet McLean, Family Caregivers of BC

9:35am       Ethics of Aging - Jocelyn Duncan, Franklin Templeton

10:10am      Sponsor Spotlight - Jon Hwang, SSQ

10:30am      Break - Connect with our Sponsors    

10:45am      The Inspirational Tipping Point  - Simon Reilly, Financial Advisor Coach

11:45am      Sponsor Spotlight - Rose Nguyen, BMO

12:05 pm     Lunch & AGM - 2020 Advocis Board Introduction

1:05pm        Lead or be Left Behind - Robert Gignac

2:20pm        The Art of Selling, by Not Selling!!! – Malcolm Webster, Director Executive Mentor Program at the Gustavson School of Business

2:55pm        Break – Connect with our Sponsors

3:10pm       Supporting Clients through Selling Their Corporations – Mike Lenz, Chinook Business Brokerage

3:45pm       Wrap up – Mark Roberts, Chapter President

 

 

 
CE Credits:  
Speaker
Biography:
 
 
Location The Westin Bear Mountain
Victoria
Victoria, BC V9B 2P9
Contact Karen Short

VancouverIsland@AdvocisChapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $75.00 $   
For non-member: $ $100.00 $