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Advocis is partnering with The Legacy Companies, to bring special access to their Advisor Growth Journey.
The Advisor Growth Journey provides bite-sized, actionable insights that will enhance and evolve your practice. Gain access to all the resources you’ll need to continue growing as a financial advisor.
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
The Advisor Growth Journey consists of 5 key areas, each supported by videos, workbooks, tools, and resources to ensure you have what you need to apply the learning to your business in real time, creating measurable results.
Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. Create a marketing plan to support revenue, with powerful messaging to attract the right types of prospects.
Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. Discover the structure, tools and specific language that’s been a catalyst to advisor growth for more than two decades.
Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. Step beyond the traditional approaches of typical advisors with our Qualitative Discovery, along with tried and tested structures, tools and strategies to easily make an impactful impression on clients and their families.
Create clients for life and develop specific approaches to engaging the entire family across generations. Learn how to effectively cluster clients — not segment them — and implement our advisor business organization chart, so you have the right people in the right roles to drive growth.
A growing business is always evolving. Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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