Winning as a High Tech, High Touch Advisor

We all remember what normal business operations looked like before Covid, and we all know what we had to do during Covid to still operate our business. However, what will normal business operations look like after Covid. This presentation answers that exact question as it examines recent market research on what clients want the client/advisor relationship to look like, and it compares that to what the advisors want the client/advisor relationship to look like. Here is a hint... they are not the same! In 2020, we may have thought of this presentation as the future of Financial Planning, however, today we just call it the normal business process. This is a facinating presentation that you just can't afford to miss. 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
Winning as a High Tech, High Touch Advisor
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: April Levitt

April Levitt is based in Oakville and is a Coach with The Personal Coach team providing customized, one-on-one business coaching to financial advisors across Canada. April is passionate about helping advisors reach their true potential. Before becoming a coach, April worked for 10 years with MD Management as a top Financial Consultant and Regional Manager managing over $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 member of the International Coach Federation and a frequent contributor to advisor.ca and Investment Executive. She enjoys spending time outdoors with her husband, 2 daughters and one-eyed dog Betty