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Quarterly Morning Seminar Series - March 28, 2012
Join us at the Vancouver Convention Centre on March 28, 2012 for another informative Breakfast Seminar provided by Advocis Greater Vancouver.
This special breakfast will be held on day two of The Vancouver World MoneyShow in Vancouver from March 27-29, 2012. Advocis Members and guests are invited to attend the three day conference at no charge. Visit the World MoneyShow website for further details on the full conference including event speakers and topics.
Please note that registrants for this Advocis seminar will receive further details and conference materials directly from the World MoneyShow.
Breakfast will be provided prior to the presentations exclusively for Advocis Vancouver Members, Seasons Pass holders and guests of Advocis. Advocis Vancouver will submit and ensure CE credits are granted where applicable to all such attendees for the Advocis-provided morning presentations.
PRESENTATIONS
Panel Discussion — 9:30 am
Topic: We're not in Kansas anymore! – The Changing Landscape of Insurance Product and Distribution in Canada
Low interest rate environment; Level COI price increases; International Financial Reporting Standards; Threats to sustainable long term guarantees; Mark to Market accounting; Compliance... These are some of the major issues facing both manufacturers and distributors of insurance products in Canada. Join us as our panel discusses these vital topics and their short and long term impact on product design and distribution in the Canadian insurance marketplace.
Panelists:
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Paul Brown As Chairman and Chief Executive Officer (CEO), Paul is responsible for strategically expanding Worldsource Financial Management's overall wealth management platform for independent advisors. As Managing Director of Worldsource Wealth Management (WWM), Paul plays a principal role in ensuring the overall collaboration of WWM's subsidiaries - to support and complement the needs of entrepreneurial advisors from each sector. Paul brings extensive executive experience in the financial services sector to WFM. Most recently he was President and CEO of Barrington Wealth Partners Inc. Prior to Barrington, over a period of more than 10 years, he built a successful insurance distribution business, The Independent Brokerage Group, which was acquired by Hub International Ltd. in 1999. Paul also served as Chairman and CEO of Hub Financial Inc., one of the country's largest life insurance distributors. Paul is the current President of CAILBA, the national MGA association. He has an Economics degree from The University of Western Ontario and also has his CLU and ChFc designations. |
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Phil Marsillo, B. Comm, CLUB Phil Marsillo joined Canada Life in 1993 as Manager of Quebec’s brokerage office, following a successful career as an Agent, Trainer and Sales Manager. In 1998, he was appointed Director, Eastern Operations where he guided the sales and marketing activity for Individual Operations east of Ontario. Phil was appointed Vice President, Individual Distribution in 1999. In this position Phil had overall responsibility for the Sales and Marketing activity of Canada Life’s Individual Life and Health, and Investment products across Canada. Phil was promoted to his current position of Senior Vice President, Distribution in July of 2003. |
Presentation — 10:45 am
Topic: Conquering Client Fatigue
The financial crisis has left many clients and prospects anxious and overwhelmed, resulting in a condition called Client Fatigue. This presentation covers the causes and the science behind Client Fatigue, but more importantly, it will outline specific strategies for conquering it. This is an interactive presentation where advisors will have an opportunity to discuss Client Fatigue situations they are facing and strategies for resolving them. It also addresses the issue of Advisor Fatigue and ways to reduce its impact.
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Doug Towill As Senior Vice-President, Strategic Business Development at CI Investments, An articulate and dynamic presenter, Doug has addressed countless audiences across Canada on industry trends. He takes an in-depth look at the issues investors face and how advisors, as trusted professionals, can best help them. Doug challenges advisors to face their clients’ emotional obstacles and deal with the soft and hard facts. His views have been published in the Globe and Mail, Investment Executive and other industry publications. “We’re in the business of relationships and the marketing of intangibles, something that people can’t touch…trust is imperative.” – Doug Towill |
DATE & TIME
Wednesday, March 28, 2012
8:00 am — Registration
8:15 am — Advocis Private Breakfast
9:00 am — Advocis Update and Introducations
9:30 am — Panel Discussion
10:45 am — Presentation from Doug Towill
12:00 pm — World MoneyShow Provided Speaker
LOCATION
Vancouver Convention Centre East
1055 Canada Place
Vancouver BC
Please click here for a map of the location.
PRICE
Members: $69.00 + HST
Non-members: $83.00 + HST
(HST # - 128563152)
All 2011/2012 Advanced Season Pass Holders will be automatically registered. The event is included for Advisor and Intro Pass holders who have not yet attended 2 breakfasts in the 2011/2012 program year (April 2011-March 2012). Pass Holders can confirm this with the Advocis Vancouver office at info@advocisvancouver.ca.
REGISTRATION
Season Pass Holders: Simply RSVP to info@advocisvancouver.ca
Non-Seasons Pass Holders: Click here to register.
Guests and employees of sponsors are eligible for member rates.
Please register by Thursday, March 22, 2012
Receipts will be sent out the day prior to the event.
CANCELLATION POLICY
For a refund please provide 48 hours cancellation notice by calling 604.941.9657 or emailing info@advocisvancouver.ca. No Shows will be billed unless 48 hours cancellation notice is given.
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