Edmonton Conference 2021
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DATE TBA
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8:00
AM
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Continental Breakfast
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8:50 AM
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Opening Remarks -
Mike Englert
B. Ed., EPC
Compliance Officer, Founding Faculty Member CIEPS
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9:00 AM - 9:50 AM
Peter Wouters, RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU,
CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC
Founding Faculty
Member & Faculty Chair CIEPS
Peter's Bio
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The Value of Advice and You
This overview session on the value
of advice challenges several approaches and business
practices dealing with advisor value, providing insightful,
fact backed information on the value of advice and financial
advisors.
This
presentation will answer the following questions for you:
What are your clients'
expectations?
What are their experiences?
What is the gap between the two? Do
you really know?
How often do you measure it?
What are their needs for advice?
How do clients measure value?
Do you measure up?
What about the big picture, the
whole picture, the whole job?
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10:00 AM - 10:50 AM
TOPIC TBA
Jessie Vu CCS, EPC
Exceedia Consulting Ltd.
Jessie's Bio
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10:50 AM
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Coffee Break
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11:00 AM - 11:50 AM
Will Moran MA, HBA, CLU
Moran Financial Inc. & Wealth Economics
Will's
Bio
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12:00 NOON
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Buffet Lunch Provided
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1:00 PM - 1:50 PM
Rod Burylo CIM, FSCI
Associate Portfolio Manager & Manager of ESG Intergration
for Croft Financial Group
Rob's Bio
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The Secret of Success in Communicating Value
It is not enough that we, as professionals, can provide
value to customers, clients and the market at large. We must
be able to effectively communicate that fact.
In this session, students will learn how to how to clarify a
value proposition, and to design and implement a
communication strategy providing numerous benefits,
including:
Setting appropriate customer expectations for process and
outcomes
Establishing ability trust and integrity trust
Increasing revenue, while reducing risk
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1:50 PM
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Coffee Break
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2:00 PM - 2:50 PM
Paul Fawcett CFP, CLU, CHS, EPC
PPI Solutions Inc.
Paul's Bio
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Estate Planning in Real Life: Not Just A 30 Minute
PowerPoint
You've probably said some variation of this in the past to
your client: "I fully understand where you're coming from!"
But do you really understand their position? But, do you
fully understand what all of this means to them on a
business and personal level as you are discussing their
financial planning with them?
Is it possible to really get them if you haven't walked a
mile in their shoes?
Today we will walk with Paul as he takes us on the journey
that he has endured over the past year and a half or so. A
journey of real life... real people.
A journey that will show how important it is to bring
additional value-added advice to our clients and prospects.
Paul had been dealing with placing his parents in an LTC
facility in Toronto, his sister's death (who was living with
them) and his father's death. All this was followed by
relocating his mother to AB.
He has been working on his sister's intestate estate, his
fathers Will, sold their house, and oversaw their banking
and investments via a POA.
In this presentration, and based on his personal
experiences, Paul will review his experience with
seniors, planning, death, intestate, lack of
planning, funeral planning, LTC placement, POa's and
things that weere done and could have been done to
make things easier for your clients and prospects.
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2:50 PM |
Coffee Break |
3:00 PM
-
3:50 PM
Mike Englert B. Ed., EPC
Founding Faculty Member, Compliance Officer - CIEPS
Mike's Bio
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The
"Enlightened" Consumer
Once upon a time, financial
service representatives were just "smiling and
dialing" salespeople. Thankfully, this is no longer
the case! Today's financial service representatives
are trusted professionals charged with looking after
the "financial health" of their clients in a
holistic fashion - not unlike the way that
physicians look after all aspects of a person's
"physical health". Under the circumstances it is not
surprising to find today's financial service
representatives doing a lot more than just selling.
Most are "adding value" on a wide variety of fronts,
including: Tax preparation and planning Debt
management and credit counselling Asset preservation
and decumulation strategies Estate and legacy
planning
But in their efforts to
look after the "financial health" of their clients,
most financial service representatives have
overlooked a critical element: consumer spending.
Like it or not, how wisely
or foolishly your clients spend their money will
have an enormous impact on their overall financial
health.
This presentation will
focus on the things you can do to help your clients
become more "enlightened" consumers.
Helping your clients make
better consumer choices is a great way for you to:
1) add value; 2) stand apart from the crowd; and 3)
improve everyoness financial well being.
And doing good has its own
rewards - the money that your clients save by being
better consumers can, in turn, be used to fund the
insurance and investment products that you sell.
What goes around comes
around ... and everybody wins!
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4:00
PM - 4:50 PM
Jim Ruta
BA., RHU., EPC
Jim's Bio
Founding Faculty
Member CIEPS
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How to Give Advice - That's Valued
Even if you have all the answers
in the world, if you can't get clients to appreciate it, it
won't matter, and you won't make a difference.
There is a lot of talk about the value of professional
advice to advantage clients. But there is a lot less talk
about how to deliver advice that's valued.
This presentation, from Canada's leading tactical coach in
the life insurance industry, Jim Ruta, will show you how you
can render advice that resonates with the people you work
with and that they will act on immediately. And that's
regardless of what field of advice you are in.
If you need people to take your advice, you'll want to pay
close attention to this session.
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4:50 PM
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Closing Remarks, Adjourn
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SPONSORS
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