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Please select this option to search for activities added within the last 60 days.

  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • N/A
    1.25 Credits
    Ongoing Activity

    Are You Ready for Fee Transparency? How to Define and Communicate your Unique Value to Clients

    Independent Financial Brokers of Canada

    Before you can consider your value, as an advisor, let’s review the definition of value. The Personal Coach defines value as any action or process that builds confidence in the clients mind. The ...

  • $59.95
    1 Credits
    Ottawa

    Buying/Selling a Financial Services Business: Insurance and Risk Management Considerations

    Independent Financial Brokers of Canada

    Join Roberta as she discusses important E&O insurance and risk management considerations if you are buying/selling a financial services business. For example, what is the tail exposure of a business ...

  • $70.00
    1.25 Credits
    Calgary

    Do you know how Assuris protects your clients?

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $70.00
    1 Credits
    Vancouver

    Legal Expense Insurance for Business Owners

    Independent Financial Brokers of Canada

    In this informative session, Katherine Ferrante from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal ...

  • $69.00
    1 Credits
    Winnipeg

    Travel Without Worry

    Independent Financial Brokers of Canada

    Many active retirees travel regularly. Snowbirds and Winter Texans often spend up to six months in the south, typically in the USA where healthcare is the most expensive. A single medical emergency ...

  • $69.00
    1 Credits
    Winnipeg

    How to fund your business’s growth; Taking the mystery out of borrowing money!

    Independent Financial Brokers of Canada

    Growing a business costs money. To cover these costs, business owners can either save over time, or they can borrow the funds to accelerate growth. As much as Financial Advisors understand money and ...

  • $69.00
    1 Credits
    Saskatoon

    How to fund your business’s growth; Taking the mystery out of borrowing money!

    Independent Financial Brokers of Canada

    Growing a business costs money. To cover these costs, business owners can either save over time, or they can borrow the funds to accelerate growth. As much as Financial Advisors understand money and ...

  • $149.00
    1 Credits
    Calgary

    Success With Ethics

    Independent Financial Brokers of Canada

    This course introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry. This seminar is provided by financial services author, ...

  • $15.00
    1 Credits
    Mississauga

    Finish Strong in 2016

    Independent Financial Brokers of Canada

    As we head closer to the 4th quarter, this is the perfect time to finish the year with a bang and then fast track success in 2017. This call will highlight three key steps financial professionals ...

  • $124.00
    1 Credits
    Toronto

    How to (and How Not to) Market to Millennials

    Independent Financial Brokers of Canada

    Over the past decade, Millennials have been categorized as a group of “lazy and entitled kids” who need to suppress their lifestyles in order to enter the business world. Darrell Keezer runs a ...

  • $124.00
    1 Credits
    Toronto

    Tangible Hybrid – A bold alternative to traditional solutions

    Independent Financial Brokers of Canada

    Change is inevitable and is happening faster than ever before. Wouldn't it be nice to have a solution that actually changed as your client's needs changed over time? Well now there is such a ...

  • $149.00
    1 Credits
    Toronto

    Taking Simplified Issue and No Medical to the MAX

    Independent Financial Brokers of Canada

    Please join Canada Protection Plan as we discuss the ever-evolving Simplified Issue and No Medical life insurance industry. Learn why many of your potential clients are looking for a hassle-free ...

  • $149.00
    1 Credits
    Toronto

    Succeeding at Succession

    Independent Financial Brokers of Canada

    You will transition from your financial advisory practice one day. The question is will you be in control of your exit — or will you let fate and circumstance determine what happens to the business ...

Showing 1 - 15 of 67 total records