The Productive Practice

During Covid the common refrain from advisors was "I can't wait to get back to normal". Now that Covid is past would you ever want to operate your business the way you did in 2019? Covid ushered in a wave of new technology that changed the financial planning forever. Financial advisors now have a set of tools available that have made the business more efficient and convenient than ever before. Could you imagine giving that up for your business? Would your clients continue to work with you if you want back to 2019 technologies and business processes? This presentation demonstrates many of the current technologies that are available to layer into your practice to take your efficiency to a new level. These are all available and accepted by the industry to use with your clients. The most interesting part of the presentation is that your clients are probably already using these technologies, and wondering why you aren't. Full presentation time: 54m

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 * MFDA - 1 Business Conduct Non-Ethics credit (in MFDA bundle) * CSI - 1 Compliance credit (in MFDA bundle) * 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
The Productive Practice
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: Wendy Brookhouse

With the audacious goal of changing one million lives, Wendy is the inventor of the proprietary One Number Solution(TM). This unique system is a truly holistic plan that covers spending, debt repayment, saving for the future and a strong safety net that allows clients to achieve their financial goals faster and with less stress or anxiety Wendy regularly speaks around money consciousness and how to achieve lasting financial change because she believes wealth is so much more then just a dollar amount, it is about the joys you have in life and how you live day-by-day. And now she is sharing productivity enhancing tips she has learned along the way to building her successful practice. She works in Nova Scotia and Ontario.