Continuing Education → Globe Advisor

Client Prospecting (LCIFGA002)


Description
1.0 IIROC: Professional Development
1.0 MFDA: Professional Development (7783)
1.0 Alberta Accreditation Committee: 1.0 Life or A&S (55276)
1.0 Financial Services Regulatory Authority of Ontario: Life or A&S
1.0 Insurance Council of British Columbia: Life or A&S
1.0 Insurance Council of Manitoba: 1.0 Life or A&S (36255)
1.0 Insurance Councils of Saskatchewan: Life or A&S
1.0 CPA: 1.0 Verifiable CPD
1.0 CFA: 1.0 Professional Learning
1.0 FP Canada: Practice Management (7783)
1.0 Advocis: Structured Learning

In this multi-part mini-series, we explore different ways Financial Professionals can reach their target audience and build relationships with their prospective clients. The course concludes with a final test. A passing grade of at least 60% is required.



Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE
Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions
expressed in this presentation are those of the presenter / content author and do not necessarily reflect
the views of FP Canada.

CE Credits: 1.0 CE Credit Type: Professional Development

Content
  • To attract younger clients, offer what they’re looking for
  • No doubt of social media’s importance as business-building tool
  • Pro bono financial advice for millennials could produce big payoff
  • Five ways to poach other advisors’ unsatisfied clients
  • Seeking referrals? Advisors should pay attention to the word-of-web
  • Prospecting for clients takes more patience, creativity than ever
  • Six ways to drive more traffic to your website
  • How advisors can connect with prospects on LinkedIn
  • Educating Canadians on financial matters proving to be a boon foradvisors
  • Demand for advice on strategic philanthropy is growing exponentially
  • Why leveraging podcasts makes sense for advisors
  • As immigrants’ wealth soars, unique skills needed to serve financial needs
  • Advisors looking for success on social media might first find their funny bone
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Client Prospecting
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever