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

Event information for Greater Vancouver


 Event Detail
Organized by: Chapter     
Event Title: Building Blocks for Success  Event Type: Conference 
Date/Time
Start: 6/6/2019 End: 6/6/2019 Start Time: 7:00 AM End Time: 4:00 PM
Description:
This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

Building Blocks for success is sure to be a fast paced, engaging and high energy day.   With a "Ted Talk" style format, you will hear quick and direct tips and tricks from successful advisors.   The advisors are here to share and you should come prepared to be motivated and ready to try new ideas in your practise.   This day is for advisors BY advisors.   You will also hear from your National Advocis Board as well as an exciting key note speaker.   The fee includes CE Credits, a hot breakfast and hot lunch, snacks and plenty of time to mingle with your peers.    Last year sold out quickly so get your ticket now.



Member $199 plus GST
Non-Member $275 plus GST
Table of 8 $1592.00 plus GST
 
Agenda:

General Agenda:

7:00-8:00am - Registration and Breakfast
8:05 - Al Jones, Advocis President "TFAAC and Why Advocis"
8:40am - Joey Davenport (Keynote)
9:45am - Mehul Gandhi "Why You"
10:05am - Matthew Rodier "Top 40 Under 40 Investment Executives"
10:45am - Brent Davis "Scripts for LinkedIn Instagram and Facebook to Approach Potential Clients"
11:00am - Jas Gill
12:00pm - Lunch Break
12:45pm - Greg Taylor "Best Practices"
1:10pm - Bontina Boutilier "Selling Disability Insurance"
1:30pm - "Cool Tools - Interesting Technology That Is Available To Help Simplify Your Business"
2:10pm - Kevin Spence "CI - Selling and Receiving"
2:35pm - Garrett Theissen "Buying Blocks of Business"
2:55pm - Joey Davenport (Keynote)
4:00 - Event is Over

 
CE Credits:  
Speaker
Biography:
Joey Davenport, CLU, CLF 

Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States. HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year.

Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates.

Joey is Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.

Joey lives in Chicago with his wife of 17 years Lyndy and their ten-year old son William. He enjoys spending time with his family, traveling and playing music in his rock band Hot LZ!

 
Location River Rock Casino Resort
8811 River Rd
Richmond, BC V6X 3P8
Contact Advocis Vancouver

info@advocisvancouver.ca
Notes: