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DO YOU SEE ME?

The Value of Connection in Advisor-Client Relationships

 Thursday March 23rd, 2023
1:00 PM EST to 2:00 PM EST
Romy Terkel, M.Ed., M.A.
Personal Biographer

FINGERPRINT LEGACIES
  • How do you set yourself apart from your competitors? Improve client loyalty in an already-crowded industry? Stay relevant when there are many automated investment platforms? 

  • In today’s world, where “being busy” feels like a lifestyle, it’s easy to forget to make time for personal connections. But, life boils down to our relationships with people and people want to have relationships with humans, not robots. The most meaningful way to connect with clients is by listening to their stories. 

  • Do you know your clients’ stories? The role that money played in their family growing up? Whether it was talked about openly, or a source of shame or secrecy? Do you know your clients’ biggest financial concerns? Deepest motivations? What values they uphold? Or how they’d like to be remembered?

  • Anyone can crunch numbers, so it’s important to make a concerted effort to connect with your clients and get to know their stories and goals. This is how you move beyond simply being a service provider and stand out in your industry.

  • And more...

Just one of the many feedback comments received from Romy’s presentation at the Elder Planning Issues Conference…
 
“ I would like to thank you and your Team especially for having selected Romy Terkel to present at this Conference!
 
Giving her a platform, introduced in my opinion, a new important social-psychological dimension on this kind of mostly technical events.
How it Works

Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive NO CE credits for the webinar, but will receive 15 CE or 30 CE online. Then choose between Option 1 OR Option 2. 

OPTION 1 - After the webinar, you can complete up to an additional 14 CE credits by using our Online Courses for a total of 15 CE credits. AB, MB & QC residents, you will receive access so that you can complete 15 CE Credits by using our Online CE credit courses.

Only: $159.00 + TAX  

OR 

OPTION 2 - After the webinar, you can complete up to an additional 29 CE credits by using our Online Courses for a total of 30 CE credits. AB, MB & QC residents, you will receive access so that you can complete 30 CE Credits by using our Online CE credit courses.

Only: $229.00 + TAX

Any additional Online CE must be completed within 30 days.
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A note about the CE credits - These CE credits can 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 - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE 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.

(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. Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.

Please note - If you hold an insurance license for another Province other than the Province where you live, please contact that Province for all the non-resident CE information requirements for that Province. The onus is on the advisor to obtain the most up-to-date CE information that pertains to them.
Pro-Seminars | www.pro-seminars.com