A Workshop Helping Advisors Who Want to Grow their Business
Please RSVP by April 7, 2020
*Minutes from Anthony Henday and Hwy 14*
Join the Generation & Receive 4 Practice Management CE Credits!
Workshop Information
This event is designed for advisors looking to grow their business, who are focused on building an extraordinary business and life.
The TPC Generator™ is a true workshop. Our goal and commitment is for all who attend to feel they have gained tools and knowledge to execute positive change and make an immediate difference in their business and life.
We will send you a prep assignment prior to the workshop.
You will receive the TPC Generator WorkBook upon arrival.
Check back later for videos sharing more event details.
Past Attendees Experiences
"I thought it was great to put advisors with their peers. I was looking into potentially getting a business coach so the timing was perfect. Any time you can hear a top producer speak about their business, in an environment like that, you go. It was a great opportunity for me."
M.B. Advisor
"Prior to the workshop, I was yearning to grow my business through better business management. I really enjoyed the financials piece, learning about building an effective team and how to build my business. I have never considered that the business could be more than myself."
T.B. Advisor
THE PERSONAL COACH SPEAKERS
GUEST SPEAKERS
Murray and Jocelyne Lang
J & M Financial Services
SCHEDULE
10:00 AM
Welcome Introduction w/April Levitt
10:15 AM
Strategic Planning – Setting the Foundation for Success w/ April Levitt
11:00 AM
Growth Through Mergers and Acquisitions w/Afsar Shah
11:45 PM
Lunch
12:30 PM
Understanding Expense Ratios w/ Afsar Shah
1:00 PM
Marketing and How to Make it Work for You w/ Alison Ottewell
1:45 PM
Break
2:00 PM
Building an Extraordinary Team w/April Levitt
2:30 PM
Guest Speaker Q&A
J&M Financial
3:15 PM
Wrap Up & Networking
LOCATION DETAILS
