Opportunities with the Millennial Market

One of the biggest questions in the past 10 years is "How do we get Millennials as our clients?". This has certainly been a challenge that is worth succeeding at, because the people have good jobs, good income, and could very well be good clients for decades to come. This presentation provides enlightening insight into the changes occuring in the Mellennial market, and a path to make their acquaintance in an environment that will break through the brick wall that says that Robo-Advisors are better. This is a must watch presentation for any advisor who wants Millennial clients in their practice. Full presentation time: 58m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Opportunities with the Millennial Market
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: David Talbot

Dave is an experienced sales professional with a demonstrated history with 12 years in the financial services industry. Skilled in Life, Critical Illness and Disability insurance. Dave began his career in 2010 with RBC Insurance, and then became the Director of Sales for the Prairies for Foresters Financial in 2017. Dave was promoted to his current role as AVP – Business Development for CPP Foresters in early 2021. Most recently Dave completed his Certified Holistic Nutrition and Health Coach designation as he believes that overall wellness can have a positive impact on our careers, regardless of our chosen field. And just for fun, Dave likes to run a lot, like seriously far!!