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The 11X Advisor

How To Build A Successful Financial Service Firm In The New Economy


*15 CE Credits Available for attending LIVE In-Person Workshop or by attending via LIVE Webcast!


Thursday April 3rd, 2025


9 AM - 1 PM (EST) Ontario Time


LIMITED ATTENDANCE FOR THIS ONE – REGISTER NOW!


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in Partnership with...

135 Carlingview Drive

Toronto, ON

Phone: (416) 637-7496


Coffee and Continental Breakfast Provided


Free Parking

Join us for an inspiring & innovative presentation

by Bill Bishop, CEO of The BIG Idea Company


Building the financial services business of your dreams is a journey that requires dedication, adaptability, and continuous learning.



Stay committed to your vision, and don’t be afraid to seek advice or mentorship along the way.


WANT TO BUILD THE FUTURE 11X BUSINESS OF YOUR DREAMS?


If so, you need to learn New Factory Thinking, the new and better way to grow a financial service business. New factory thinking will help you make more money, attract more great customers, and scale your financial advisory firm 10x or more. If this sounds exciting, join Bill Bishop, CEO of The BIG Idea Company, as he presents & The New Factory Thinker, & the new and better way to create BIG Ideas and build the future business of your dreams.


PRESENTATION HIGHLIGHTS

FROM OLD FACTORY THINKING TO NEW FACTORY THINKING


Old Factory Thinking: Traditional financial business models typically focus on producing and selling a single product or service. This product-first approach leads to intense competition, low profit margins, and limited growth opportunities. It also stifles your creativity and limits your opportunities for growth.


New Factory Thinking: Using this customer-first approach, you build your "new factory" around a "BIG Idea" rather than a specific product or service. You then set up a "value hub" to provide an eco-system of products and services, most of them provided by other companies. You also increase your sales per client by turning them into "program members". This new factory approach-used by Apple, Google, Amazon and Facebook - greatly expands the potential of your company.


FIVE TAKE-AWAYS


By attending The 11X Advisor, you will learn how to:


1. Stand out in the marketplace by packaging your BIG Idea: something new, better and different that takes your value proposition to a much higher level.


2. Attract more prospects by inviting them into a free network community (like LinkedIn)


3. Increase your sales to each customer by turning them into program members (like Amazon Prime)


4. Generate passive income by connecting your customers with vendors in your value hub store (like the Apple iTunes Store).


5.Finally get your BIG Ideas off the ground by thinking big and starting small.


Three reasons to attend:


Get big ideas


By opening up your mind with new factory thinking, your brain will start percolating with BIG Ideas, even while Bill is giving the presentation.


Rewire your brain for success


You will learn a whole new suite of future-forward business strategies that work great in today’s technology-driven marketplace.


Feel inspired


You will leave the presentation with an exciting new perspective, feeling equipped to navigate the future with greater clarity and confidence. You will feel liberated from the chains of old factory thinking, and be ready to build the future business of your dreams.

Bill Bishop is an entrepreneur, author, keynote speaker, and BIG Idea coach. He is the creator of The BIG Idea Future Business SystemTM now used by more than 1,500 financial advisors and 5,000 entrepreneurs.


His innovation and marketing process helps advisors stand out from their competition, attract more new clients, make bigger sales, and build the future business of their dreams. The process begins by helping advisors develop their unique BIG Idea, something new, better and different that takes everything to a much higher level.


During the 1980s, Bill worked as the marketing consultant for several technology-driven companies including Apple, Bell Canada, IBM, TD Canada Trust, and Kodak Canada. Using his knowledge of Apple desktop publishing technology, Bill started The BIG Idea Company in 1987, the first company in Canada to provide electronic desktop publishing services. Bill founded a monthly entertainment magazine called The Uptown,and published more than 100 corporate newsletters and magazines. In 1989, he also launched an internet services company called Bishop Information Group to provide dial-

up Internet, email, and customized online BBS bulletin board services.


Bill is one of the pioneers of digital marketing. In 1996, Bill wrote Strategic Marketing For The Digital Age (HarperCollins) - the first book ever published in the world about Internet marketing. In the book, published in 12 languages, Bill invented the term “digital marketing” and predicted the rise of e-commerce, social media, smart phones, app stores, crypto-currencies, video streaming and AI machine learning. He also forecast many important digital economy issues such as online privacy, cyber-security, identity

theft, and data mining.


In the following years, Bill wrote ten other books including How To Sell A Lobster, The Problem With Penguins, Beyond Basketballs, and Going To The Net. These books have been sold in 25 countries and translated into 12 languages. How To Sell A Lobster has sold more than one million copies worldwide. His recent foreign rights all-books contract with a Chinese publisher is the largest-ever deal of its kind for a Canadian-based non-fiction author.


His two most recent books -The New Factory Advisor and Dancing With Robots explore how to grow your business using forward-thinking business models, advanced marketing strategies, and emerging technology such as artificial intelligence.

*This is How You Will Receive your 15 CE Credits:

 

BC, SK, ON & Atlantic Canada Advisors - Attend / View the 4-hour workshop / LIVE workshop webcast and receive 4 Life & A&S CE credits. After the webinar is completed, you will have access to an additional 11 CE credits by using our Online Courses Portal for a total of 15 CE credits. 

 

AB resident Advisors - AAC # 71331Attend / View the 4-hour workshop / LIVE workshop webcast and receive 4 Life & A&S CE credits. After the webinar is completed, you will have access to an additional 11 CE credits by using our Online Courses Portal for a total of 15 CE credits. 

 

MB resident Advisors - ICM # 46229 - Attend / View the 4-hour workshop / LIVE workshop webcast and receive 4 Life & A&S CE credits. After the webinar is completed, you will have access to an additional 11 CE credits by using our Online Courses Portal for a total of 15 CE credits. 

 

QC resident Advisors - NO CE credit for Attending / Viewing the 4-hour workshop / LIVE workshop webcast. After the workshop is completed, you will have access to 15 CE credits by using our Online Courses Portal for a total of.


Attend the In-Person Workshop - Only: $229.00 + TAX


View the LIVE Workshop Webcast - Only: $259.00 + TAX


You'll have 6 months from the webinar to complete the additional online hours.

Note to above – Check the Online Course Portal and see which courses will qualify for your ETHICS CE credit requirement for your Province or CFP Designation (FP Canada), AND do that course as part of your FREE ADDITIONAL ONLINE CE Credits that we are giving you for attending this webinar.

A note about the CE credits – These CE credits could also be used for the following Regulators and Associations. Please check the appropriate website for further CE information.  

 

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE.

 

Please view - MFDA Approved Courses but as per the definition of MFDA CE, you can use many of our other available courses.

 

IIROC - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

 

Please view - IIROC Approved Courses but as per the definition of IIROC CE, you can use many of our other available courses.

 

FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered “Verifiable” and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into. 

 

Please view - FP Canada Approved Courses but as per the definition of FP Canada CE, you can use many of our other available courses.

 

IAFE (Advocis) - Any CE credits earned from Pro-Seminars can be considered "Institute Approved" CE as per their definition - "All courses, presentations and seminars offered by third-party providers that align with The Institute's standards as published in the Practice Guidelines for Financial Advisors and Planners but have not been submitted to The Institute and evaluated against its Practice Guidelines. Attendees may be required to demonstrate that CE claimed as "Institute-approved" meets The Institute's standard and should therefore retain copies of the course description and record of completion in the event of an audit."

 

Please view current - Institute Accredited CE Courses, but as per the definition of IAFE (Advocis) CE, you can use many of our other available courses

 

Certificates, payment receipts and online instructions will be emailed directly after the webinar.

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