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It’s Time to Change the Conversation

Master the 5-step Sales Process & Boost the Value of your Business – The End Game!

15 or 30 CE Credit Webinar! You Choose!

Thursday January 26th, 2023

1PM - 4PM (EST) Ontario Time

LIMITED ATTENDANCE FOR THIS ONE – REGISTER NOW!

Mr. Don Xavier
What Successful Advisors Know and Desperately Want to Keep a Secret? Master the 5-step sales process & Boost the value of your business – the end game!

Research has shown that advisors who use a sales process in their business, potentially earns 40% more commissions than those who don’t. This live webinar you will gain great relevant topics ranging from sales management, strategies, business building ideas, compliance, personal development and how-to differentiate yourself in the eyes of the client, which you can begin to implement immediately in your business:

First part of the presentation - Master the 5-Step Sales Process:

  • 7-Step Process, Promise and Commitment to Your Clients
  • Prospecting in the New Reality
  • Effective Pre-approach & Approach Process
  • How to Analyze Client Situation
  • Designing Client Solution
  • Client Presentation and Close Process

Second part of the presentation - Boost the Value of your Business – the Endgame:

Why build your life insurance business strong with the end in mind? Understanding the importance of needs selling and paying attention on the product commission and renewals.

  • 7 Ways to Build your Business with True Value
  • 5 Common Methods to Build your Business
  • Don't get Trapped in the Success Blockers Dungeon
  • How much do you want your business to be worth?

Don will provide you Industry statistics on why a simple succession plan is important and how to create a basic plan for yourself and the important elements, by adapting traits of successful advisors and what they are doing to succeed in this new reality.
This is How You Will Receive your 15 or 30 CE Credits Depending on the Option you choose:

Attend the 3 hour webinar and receive 3 CE credit. AB, MB & QC residents receive no CE credits for the webinar. Then choose between Option 1 OR Option 2. 

OPTION 1 - After the webinar, you can complete up to an additional 12 CE credits by using our Online Courses Portal 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 27 CE credits by using our Online Courses Portal 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

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 – 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.

Certificates, payment receipts and online instructions will be emailed directly after the webinar.
Pro-Seminars | www.pro-seminars.com