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Quarterly Morning Seminar Series - March 28, 2012
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Wednesday, March 28, 2012 - 8:00am Join us at the Vancouver Convention Centre East 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 World MoneyShow Vancouver, March 27-29, 2012. Advocis Members and guests are invited to attend the three-day conference at no charge: at the Show you’ll find over 70 lively sessions featuring first-hand market advice from over 40 leading gurus on topics like the markets, stocks, ETFs and mutual funds, currencies, options, income, futures, commodities, and strategies; and an Exhibit Hall featuring widely-held publicly listed companies like General Electric, Procter & Gamble, Aflac, and Royal Dutch Shell.
The first day of the conference, which takes place the day before the Advocis Quarterly Breakfast Seminar, features keynote addresses from Linda Nazareth, Marin Katusa, Larry Berman and more; a closing keynote from Marc Faber; public company and resource investing panels; and a welcoming reception and Exhibit Hall grand opening. The registration deadline for the World MoneyShow is March 23 at 2 pm Pacific Time. Click here to register now.
PRIVATE ADVOCIS BREAKFAST REGISTRATION DETAILS
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 breakfast attendees for the Advocis-provided morning presentations. It is important that you register for the Advocis breakfast below to receive CE credits. Presentation details.
| 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.
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.
WORLD MONEYSHOW REGISTRATION
To Register: Click here to complete your complimentary registration.*
To Learn More: Visit The World MoneyShow Vancouver Web site for more details on the full conference.
The registration deadline for the World MoneyShow is March 23 at 2 pm Pacific Time.
*Please note two separate registrations are required — one for the Private Advocis Breakfast and another complimentary registration for the World MoneyShow Vancouver. Please follow the appropriate links to complete both registrations.
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, CLU Phil has been with Canada Life for almost 19 years and in his current position as Senior Vice-President, Canada Life Distribution since July 2003. Previous to this, he was Vice-President, Individual Distribution from 1999 to 2003. He also held a senior management role as Director, Eastern Operations from 1998 to 1999, guiding the sales and marketing activity for Individual Operations east of Ontario. He began his career with Canada Life in 1993 when he joined the company as manager of Quebec’s brokerage office after being a successful agent, trainer and sales manager for several years. Phil is deeply committed to forging and maintaining strong relationships with advisors, MGAs and National Accounts in the Canada Life distribution channel. He also strongly believes in helping them grow their business association with Canada Life. Phil is actively involved in the industry. He is a board member of Investors Group Insurance Services and a member on a number of steering committees of the Canadian Life and Health Insurance Association (CLHIA). He has been past chair of the Education Committee, past chair of the Chartered Life Underwriter (CLU) Institute and past board member of the Association des Intermédiares en Assurance de Personnes du Québec (AIAPQ). He’s also a past member of the Distribution Leaders Round Table (DLRT) Committee for LIMRA International and a member on a number of steering committees of the Canadian Life and Health Insurance Association (CLHIA). |
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 Introductions including an update from GAMA International President, Greg Powell
9:30 am — Panel Discussion: Paul Brown and Phil Marsillo
10:30 am — Coffee Break
10:45 am — Presentation from Doug Towill
12:00 pm — Closing
LOCATION
Vancouver Convention Centre East
1055 Canada Place
Vancouver BC
Please click here for a map of the location.
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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