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

Event information for Peel Halton


 Event Detail
Organized by: Chapter     
Event Title: Business Building Session:Build Your Value and Your Business  Event Type: Seminar 
Date/Time
Start: 9/12/2019 End: 9/12/2019 Start Time: 5:00 pm End Time: 7:30 pm
Description:
 

Build your Value, Build your Business

Financial advisors face increasing pressure and uncertainty in several areas of their practice today, new fee transparency and the possibility of doing away with commission altogether. Although there is more pressure than ever, advisors should view this as an opportunity to better understand the unique value they offer to clients and work on enhancing the communication of that value to stand out from the crowd and grow their business.

In this presentation, we will also help you:

·         Understand the changes required

·         Quantify the value you provide to clients

·         Get feedback about what your clients value

·         Become a leading edge valued financial advisor

·         Feel confident in your value and the way you communicate your value

·         Use your differentiation factors to add new clients

April-Lynn Levitt, B.Comm, CFP

Based in the GTA, April-Lynn has been a coach with The Personal Coach since 2006 and is passionate about helping advisors reach their potential.  April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 Billion dollars for physicians and their families.  Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

 April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training.  She is a frequent contributor to advisor.ca and Investment Executive.

\What our audiences have said about us:

“I want to thank you for being the only presenter of the day that didn’t put me to sleep.”

“You’re right on the money.”

“By far the best session for me.”

“Fantastic mix of theory and practical.”

“Great presentation!  Very helpful.”

“A well-rounded presentation that would serve as a blueprint for an advisor at any career level.”

“Excellent presentation; topic was very fitting to today’s markets.  It really drove home how my business needs to change.”

“A good reminder for me to stop and be introspective for a few minutes about our business.”

“Great presenter.  Very knowledgeable and motivational.”

 THE PERSONAL COACH

 
Agenda:


Agenda:


        5:00 pm - 6:00 pm:   

Join us to network with colleagues and board members 

Appetizers to be served and cash bar.      

6:00 pm -7:00 pm:  

April-Lynn Levitt, B.Comm, CFP

 
CE Credits: 1 
Speaker
Biography:
April-Lynn Levitt, B.Comm, CFP 

April-Lynn Levitt, B.Comm, CFP

Based in the GTA, April-Lynn has been a coach with The Personal Coach since 2006 and is passionate about helping advisors reach their potential.  April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 Billion dollars for physicians and their families.  Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training.  She is a frequent contributor to advisor.ca and Investment Executive.

 
Location Credit Valley Golf and Country Club
2500 Old Carriage Road
Mississauga, ON L5C 1Y7
Contact Monique Gaudet
9058235252
peelhalton@advocischapter.ca
Notes: