Built to Last – Developing a Successful Financial Planning Practice
Career Opportunities Seminar
Built to Last -Developing a Successful Financial Planning Practice
So, you’ve decided to make a career change but not sure where to start? Whether you’re coming from a non-financial industry or thinking of ditching your current financial firm, our career seminar will give you great advice on how to successfully change career lanes.
Who should attend?
< New Entrants >
If you are motivated, disciplined, possess an entrepreneurial spirit and are looking for an opportunity to become a CEO of your own business, and you want your success to be unlimited and undetermined by anyone but yourself, this may be the opportunity for you.
< Experienced Financial Professionals >
If Personal Protection Data Act (PDPA) is affecting how you generate leads, or looking for an easier system of generating leads; you are looking to double your income growth; and constantly finding ways to value-add your clients than simply selling financial products, we would like to invite you to our career seminar and we will reveal all our “secrets” as how you can achieve it all!
Learn from top veterans in the industry:
- Enjoy unlimited referrals.
- Say goodbye to road shows prospecting.
- Embrace the 4 Ps in marketing.
- Turning clients to advocates.
- Achieve 80% retention rate with your team.
Top Group for 2014, 2015 & 2016 in PIAS
Apex Awards and Accolades 2016
Champion – Top Large Branch of the Year for Total Sales.
Champion – Top Large Branch of the Year for Life Insurance.
Most award winners in Platinum Club.
Most award winners in High Performance Club.
Highest number of MDRT qualifiers in PIAS 2017