Building Blocks for Success Conference

Location: 
River Rock Casino Resort, Richmond
Date: 
Thursday, June 6, 2019 - 8:00am - 4:00pm

This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.

About the Speakers:

Joey Davenport, CLU, CLF

Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States. HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year.

Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates.

Greg Taylor, BA, CFP
Regional Director/Branch Manager, Freedom 55 Financial/Quadrus Investments

Greg grew up on Vancouver Island in the Comox Valley. After high school Greg completed a degree in Economics from Simon Fraser University. While at SFU he also played on the varsity football team and received the Bill McMahon award in his senior year for the scholar athlete award. This was an award which combined athletics as well as GPA.

Directly out of university in 1998, he started working for Freedom 55 Financial, with the Vancouver Georgia financial centre. After working approximately three years as an financial security advisor, Greg worked as a licensing training manager teaching the mutual fund licensing material and life insurance licensing material to new advisors in BC. The next role Greg held was as a New Advisor Training Manager role that helped advisors take the next step from having a license to starting and running a practice. Then in 2007 Greg became a Director of Business Development, responsible for selecting and mentoring advisors in their practices and helping them achieve their desired business goals. Now in his current role of Regional Director, Greg mentors and coaches other directors and the office team to continue to build a thriving office as well having a positive impact in the communities they live.

Greg also holds the certified financial planners designation.

Pricing:

Member $199 + GST | Non-Member $275 + GST | Table of 8 $1592.00 + GST

REGISTER NOW.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved