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Advocis Toronto Charity Golf Tournament
We invite you to join us on September 11th for our Charity Golf Tournament to raise funds to support persons living with Cystic Fibrosis.
Cystic fibrosis (CF) is the most common fatal genetic disease affecting Canadian children and young adults. CF causes various effects on the body, but mainly affects the digestive system and lungs. At present, there is no cure.
Our venue is the fantastic Richmond Hill Golf Course offering beautiful grounds and first-class amenities! The cost to attend is $160 (+HST) per golfer and we encourage you to register early for a chance to win the early-bird prize of a foursome at the Richmond Hill Golf Club!
The event will include breakfast, lunch and the chance to win other prizes!
There are also a number of significant sponsorship opportunities available. If you haven't signed up already, please join us in the fight against CF!
Breakfast and registration: 7:30 AM to 8:45 AM
Shotgun Start: 9AM
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Monday, September 11, 2017
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Webinar: Running Successful Seminars
Filling your workshops or seminars is about to get a whole lot easier!
There are 3 major
ways Advisors grow their business:
- Referrals
- Centers of Influence (COIs)
- Events
 There is a tremendous amount of industry focus on
referrals. The availability of
support is extensive. Simply Google
“Financial Advisor Referrals” and you will get over 1,300,000 results! However, there isn’t nearly as much support on building a Centre of
Influence network. And there is a shocking lack of support on creating
successful seminars. Join our Running Successful Seminars Webinar on September 14, 2017 from 9am - 10am EST. Willa Silver will teach attendees the best, most cost-effective ways to fill your events, with your perfect clients…every single time! After working with over 1,200 Advisors, Willa Silver, founder of the New Language of Sales, has seen these all too familiar trends:
- Most Rookies try their hand at seminar with
little to no success
- Most Seasoned Advisors have stopped altogether
after experiencing little to no results
- Their marketing materials and invitation
strategies fail to fill the seats
- The biggest fear for people is the fear of
public speaking
- Many ask wholesalers to do their presentations
for them
- PowerPoint is used as a crutch
- Few meetings are scheduled and Advisors are
usually put off by the “Catch Me If You Can” game
- They give up after 2-3 unsuccessful seminars
- Those who instinctively know the elements of
successful seminars can utilize this business building activity to generate a
lucrative practice
- There are usually 1-2 seasoned Advisors in large
branches that have been successful with seminars…SO WE KNOW THEY WORK
- Most Advisors attend workshops, pick up one or
two tips, but rarely implement them into their business plan
Join our complimentary webinar on September 14th and avoid these pitfalls!
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Thursday, September 14, 2017
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Webinar: Masterful Discovery Meetings
You may have noticed that many of your clients get frustrated with the length of time it takes to nurture a relationship from the Discovery meeting as well as to gain a commitment to working with you.
So is there a way to shorten this cycle? YES!
It starts with understanding and mastering the most important element of your sale.....Emotional connection!
We all know that people buy on emotion and justify it with logic. If this is the case, then trying to wow your prospect with your value proposition and slick portfolio
suggestions is not going to illicit that all important emotion connection!
Join Willa Silver, Founder of The New Language of Sales in our 1-hour complimentary webinar, "MASTERFUL DISCOVERY MEETINGS" on October 26th, 2017 from 9:00AM -10:00 AM.
In this webinar you will learn, the fundamental insights that will generate that emotional connection right out of the gate and dramatically shorten your sales cycle!
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Thursday, October 26, 2017
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
| Catherine Harman CFP, CLU, CHS |
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| Public Awareness Chair |
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| Communication Chair |
| Warren Brown |
| Adrian Altamirano |
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| Best Practices Chair |
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| Professional Conduct Chair |
| Catherine Harman CFP, CLU, CHS |
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| Advocacy Chair |
| Nicholas O'Neill CLU, CHS |
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| Institute Representative |
| Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI |
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| Sponsorship Chair |
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| GAMA Representative |
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| Totem Pole Chair |
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| Past President |
| Sara La Gamba CFP,CLU,CHS,TEP,EPC |
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| Directors |
| Roland Chan CLU, CHS |
| Ya-Ri Wang |
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| Administrator |
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