Join Advocis Golden Triangle as we hear from two industry experts who will share key elements necessary to make your business more efficient and successful in the high-net-worth market .
- October 17th 2024
- 9:00am to 11:00am
- virtual
Ticket details:
As a benefit of membership Advocis Members are able to attend "Success in the High Net Worth Market" at a discounted rate.
Are you a Golden Triangle 2024 Passholder? You are able to attend complimentary, as part of your passholder package.
During the checkout use your Advocis ID or Passholder Promo Code as the promotional code to unlock the member rate. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
- Golden Triangle 2024 Passholder: FREE
- Member Admission: $40.00 + HST
- Non-Member Admission: $75.00 + HST
Tickets are available on a first-come, first-serve basis. Please purchase by Oct 15th, 2024 at 11:30 P.M. EDT. Be sure to register early!
Presentations:
9:00am - "The G3 Approach"
Guest Speaker: Graham Bergsma, Founder G3 Wealth Strategies
The world has changed. Shouldnât we change along with it?
The main advantage of the most successful companies on earth is all the same: User Experience.
Can we evolve our way of doing things to provide a better experience to prospects and clients? Should that experience extend beyond there to other stakeholders in the process?
Weâll be discussing a new process, proven to create exponential growth in advisorsâ practices. We will break it down and give you step by step instructions â creating a top-tier experience for everyone involved.
Discover how to spot opportunities, quickly get the ball rolling, shorten your sales cycle, and create larger, sticker cases.
Master the ability to integrate clientsâ existing professionals, and turn that accountant from the boogeyman into your new best friend.
Weâll learn how to approach stakeholders with humanity, to create not just clients⊠but stark-raving fans that will be more than happy to refer you to their friends.
The difference between a stagnant practice and a full pipeline of large cases isnât that big. It really isnât.
Letâs come together and talk about the small, but powerful changes we can all make to create a better future.
Course Learning Objectives:
- How important user experience has become to all businesses, especially ours
- How to effectively position life insurance in the HNW space
- How to effectively engage clients for initial conversations
- How to effectively integrate clientsâ accountants / lawyers / etc into the process
- How to effectively create and manage the advice team around a client to create the best possible outcome.
- How to identify client goals and design effective solutions around those goals.
- How the adoption of this new process can lead to bigger, better, stickier casework.
10:00am - "How to Win Friends in the Tax & Estate Planning Community and Influence Positive Outcomes for People"
Guest Speaker: Brent Swatuk, Regional Vice President | Desjardins Insurance
How to win friends and influence people by Dale Carnegie is often quoted as a must-read book and classic for any sales professional. This talk will lay out a framework of what you will want to prepare in order to make the tax and estate professionals your friends and have them fighting to get your phone call.
Tax & Estate professionals are a key component in effectively working with HNW & Corporate clients, along with their teams. They can have a positive influence on the solutions for our clients and prospects, but it is the advisorâs job to initially gather the facts, potential structures, the important details, identify the problems, and then make the approach to the appropriate professional. Our talk will discuss the what you need to gather to be success, and as a bonus, turns out that this is what you will need in order to win underwriting friends in answering the question âDoes it make sense?â.
Presenter Bios:
Graham Bergsma
Founder| G3 Wealth Strategies
Graham was born in Chatham, grew up in Toronto, went to school in Connecticut, and has lived and worked across North America and Europe. Sports and travel are his two great passions, driven by his love of competition and new experiences.
Graham has spent a decade learning every in and out of every product, service, offering, and deal in insurance but what heâs proud of is having found a way to make them relatable. Graham believes that the financial services sector has by and large done a disservice to the general public. Not because their products aren't worthwhile, but because they've been so darn bad at making them easy to understand. Literacy on the powerful opportunities that exist for people to take control of their hard earned dollars is his driving ideal now.
Grahamâs journey has taken me around the world, from semi professional and international lacrosse, to education, to financial services. All of it in pursuit of getting a bit better each day, and sharing as much of that joy and knowledge as I can with those around him.
Brent Swatuk, CHS CLU
Regional Vice President | Desjardins Insurance
Brent Swatuk is a seasoned expert with over 25 years of experience in the insurance industry. Throughout his career, Brent has made it his mission to help financial advisors increase their knowledge and expertise, and to provide top-notch service to their clients. His dedication to building relationships, taking on responsibility, and delivering results has made him a trusted coach and mentor to many.
Brent got his start in sales with one of Canadaâs largest insurance carriers, and later served as a National Marketing Director and Advanced Case Specialist with an MGA. For the past 17 years, he has worked with two great Canadian insurers as an Advanced Case Consultant, focusing on helping top advisors create solutions for their estate and corporate cases. Brent holds the CLU & CHS designations.
Brent is a sought-after speaker and panelist, sharing his insights on business building and high net worth advising at conferences across Canada. He was honoured by Equitable Life in 2022 with the Equitable Life award for his dedication to helping build the companyâs Advanced Markets offering and coaching program for insurance advisors. Brent is also active in industry associations, having served two terms on his local Advocis board as Program Chair and currently serving as a member of the GAMA Canada board of directors.
Outside of work, Brent is a devoted husband to his incredible wife Keri of over 25 years, and proud father to three amazing adult children. He is an avid reader and lifelong learner, constantly seeking to deepen his knowledge of the insurance business as well as topics in marketing, selling, psychology, and human performance. With his wealth of experience and passion for learning, Brent is the ideal partner for financial advisors looking to take their practice to the next level.
Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Golden Triangle chapter at Goldentriangle@advocischapter.ca.
CE Details:
đ This event is pending approval of 1.0 - 1.5 CE Credits by The Institute
**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.
Registration Requirements:
1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.
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b. If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form
a. If you would like to be extended the member pricing, please join here.
Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.
