Presentation Preview:
Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 9m
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
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1
Building Strong Client Connections with Your Brand
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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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
About the Presenter: Kelly Maxwell
Kelly joined The Personal Coach in 2011 when she took on the responsibility of managing all ongoing marketing initiatives. With her exceptional skills in creative thinking and content writing, she quickly became an invaluable asset to the company. Kelly’s attention to detail and meticulousness in every task she undertakes have played a significant role in her professional growth. Since 2022, Kelly has lead the MasterPoint Branding Program. In this role, she assists advisors and their teams in discovering their unique brand and implementing it effectively across various marketing materials and TouchPoints. Whether it's developing and implementing a new brand, crafting compelling website text, or working on newsletters and digital marketing campaigns, Kelly's focus is always on creating captivating content.
Building Strong Client Connections with Your Brand
Ready to elevate your financial advisory business? Join our course to learn how to build a compelling brand, connect emotionally with clients, and stand out in a crowded market. Click “Enroll Now” and start building lasting relationships!
$20.00