WOW! Client Review Meetings

Has your business ever felt like you are struggling to push a boulder up a hill, only for it to roll all the way back down to the bottom again? Many advisors operate their business like a fireman... Putting out fires all day long. Others consider it to be a good day when they have answered all the emails in their inbox. The difference between operating a business like this and being truly successful is taking the time to make a plan and then execute it! The Personal Coach works with financial advisors across Canada every day to get them to the next level. This presentation discusses the process taken to help advisors evolve their practice. Remember, Albert Einstein said "Insanity is defined as doing the same thing and expecting a different result". Perhaps this presentation will be the key to you having a different result moving forward. Full presentation time: 1h 4m

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
WOW! Client Review Meetings
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