What is the Top Advisor Summit?
The Top Advisor Summit is a full day conference devoted to sharing of proven business strategies and tactics from top advisors, with a focus on turning ideas into action.
Building on the successful Top Performers Conferences which ran from 1994 - 1998, the event will be held on Monday June 9 at the Toronto Congress Centre, near the Toronto airport. It will be jointly presented by Investment Executive and Strategic Imperatives.
Conference Co-Hosts |
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| Dan Richards Strategic Imperatives |
Tessa Wilmott Investment Executive |
Register now. |
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Presented in Association with:   |
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Attracting Clients in Turbulent Markets
May 28, 2008 -- Complimentary Conference Call Click here to listen to the call
Turning ideas into action
The conference will be structured not just to provide advisors with great ideas but to help attendees implement the ideas they obtain. After each speaker, advisors will highlight key takeaways and share these with others at their table.
Each participant will emerge from the day with a short and mid term action plan and specific strategies to help put the ideas selected into practice.
In addition, advisors will be able to sign up for free biweekly support phone calls from one of the fund companies sponsoring the conference for the two months after the Summit. These calls will be designed to keep each advisor's priority ideas top of mine, help identify solutions to obstacles and assist in staying on track.
In addition, for those advisors interested in doing so, there will be the chance to sign up for self directed follow up sessions with a small group of compatible advisors from the same geographic area. A structure for these sessions will be provided at the conference.
Who should attend
Attendance is limited to financial advisors and branch managers. The conference is designed for advisors already successful but committed to growing their business - and willing to make a personal and monetary investment to do so. It is anticipated that IDA and MFDA licensed advisors will attend in roughly equal numbers.
Based on past experience, what will truly distinguish most attendees is not the size of their book but rather their commitment to expanding their business going forward. It is expected that the typical advisor attending the conference will already be successful and be experiencing above average growth - but also be committed to growing his or her business even more quickly in the period ahead.
Expected number of attendees
The target attendance for the Top Advisor Summit is 200 to 250 advisors; attendance will be capped at 300 participants.
Cost
The cost of attending the conference will be $395, rising to $495 after May 1. Note that there will be no discounts from the $395 cost to register or any complimentary passes - nor will the conference qualify for co funding by fund companies under the sales practices code.
Who will be speaking
Presenters will consist of a keynote speaker from the U.S. and eight presentations from successful Canadian advisors. Speakers will offer concrete tips on what they've done to be successful and are drawn from leading IDA and MFDA firms. For more information, click on Speakers menu.
