Earn 19
(IDA, CFP, and Advocis) CE Credits
This is my favorite course. We completely cover the whys and hows of
the fee model and why it make's sense for you and your clients. Over
three days this course explains:
- How to
sell wealth
management services and get
paid for it
- When and how to charge various kinds of fees
- How to price your services
-
Business planning
- Practice management issues
-
Overcoming the most common
obstacles to a transition
-
Implementing the transition
to fees
This workshop is designed to help
advisors see an immediate increase
in the ease with which fees can be
asked for and received from their
clients.
We
teach you how to build a stable
revenue platform so that you can
offer better service to your
clients.
The course progression from simple to sophisticated is comprehensive and includes many useful charts, exercises, tips, and techniques.
Why does this workshop take three
days?
To give you time to consider
both the subtle and significant issues these sessions will raise for your practice.
A one hour keynote speech on
the benefits of the fee model is
nothing more than a "pep"
rally
on why fees are a good idea. On the
other hand, if advisors truly want
to learn a new way of doing
business, they need practical
experience in a multi-day workshop
which includes case studies and led
by a practicing fee-based advisor.
How do I know if this course is
right for me?
The best candidates for this
workshop are those advisors who
are constantly looking for ways
to improve their practice. These
advisors are going to be those
most receptive to change and the
most willing to shift their
behaviors in order to grow their
practice. These advisors realize
that to maximize the potential
of their practices, they must
constantly evolve the way in
which they do business.
Registration
A PayPal account is not
required in order to use the PayPal
registration system.
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TORONTO |
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DATE |
October 29 to 31, 2008 |
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LOCATION |
Sheraton Parkway Toronto North |
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MAP |
view |
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AGENDA |
flyer |
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DOWNLOAD |
table of
contents |
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TUITION
DEADLINE |
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$795 Super Early
Bird Price |
On or before August 29, 2008 |
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$895 Early Bird
Price |
On or before
September 29, 2008 |
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$995 Regular Price |
On or before October 29, 2008 |
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General
Registration |
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ORGANIZATION
DISCOUNTS
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Register
by Mail
How can I get more information?
Please contact Marc Lamontagne at
(800) 304-7180 ext. 108 or
marc@tofeeornottofee.com for
more information.
When is the next session?
Spring/Summer 2009.
What if I am not totally satisfied
at the end of the workshop?
We
offer a 100% money-back guarantee.
Can this workshop be customized for
my broker/dealer?
This workshop can be fully
customized in content and length.
Please contact Marc Lamontagne at
(800) 304-7180 ext. 108 or
marc@tofeeornottofee.com for
more information.
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What
advisors valued about this
workshop:
“I'm
excited to learn about the
possibility of earning
income that's not sales
oriented; volumes of
information” Gillian Trojan,
CFP, FDS, Armstrong & Quaile
Associates Inc.
“Practical
applications for my firm
which is in the set-up
stage” Carol Laidlaw, BComm.,
CMA, Laidlaw Financial
“Learn how to charge for
things that I wouldn't have
thought of before” Alain
Lanthier, CFP, Lanthier,
Sauve & Associates
“Concepts
which can be integrated
quickly into my practice and
good ideas to help me
determine which fee model is
best for me” Bill Jory,
CFP, Manulife Securities
“Focusing
on the elements of a fee
service and the
opportunities it provides”
Stephen Cock, B.A.(Hons), CFP, Craig &
Taylor Associates
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