River Rock Casino Resort, Richmond, British Columbia
Title of Presentation: Supercharge Your Processes, Technology, and Team for Maximum Growth
In this interactive presentation, Valenta BPO will share best practices for building a Financial Advisory practice. When an advisor leverages the right processes, technology and team to free up time to do what they do best – build relationships – the results are enormous: revenue growth, a “wow” client experience, stress-free delivery, and scalability/saleability of your business. No matter what stage of growth your business is in, you’ll walk away having completed a series of self-assessments and with a clear plan of action to implement at least ONE process improvement in your business.
Strengthen your knowledge of the Canadian financial services sector while meeting industry experts and other advisors like you. IFB’s BC Summit offers networking opportunities, continuing education credits, and exhibits from companies looking to do business with you. See all the details on who will be speaking, what their presentations will focus on, and what CE credits are on offer.
GET A QUALITY EDUCATION
Experienced voices in financial services, successful industry professionals, and knowledgeable speakers all offer their insights at our events. Hear from the best in the business and learn how you can make your practice even stronger.
MEET COMPANIES TO PARTNER WITH
A number of leading financial services companies will be exhibiting their products and services at the Summit. You just might find a prosperous business partnership waiting for you.
NETWORK WITH LOCAL ADVISORS
Summits are open to both IFB members and non-members alike. Connect with advisors like you and expand your professional network. IFB members receive the best rates to the event, and everyone can save on admission by registering early.
Read More – https://ifbc.ca/education/bc/
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