Last Year’s (2015) Day of Excellence

Once a year Advocis Ottawa offers a professional development day that is dedicated to business growth. In short presentations, inspiring speakers from the top of their profession offer their best ideas to help financial advisors improve their business and their lives.  While some of these sessions may not offer standard CE credits, their value is immeasurable.

Bill Cates
REFERRALS NOW!
BILL CATES

Bill is recognized as the industry’s foremost expert in building a thriving referral-based business, often referred to as “The Referral Coach”. He has delivered his high energy, high content presentations six times at the prestigious MDRT conference. Leave this presentation a referral expert.


TRUSTWORTHY SELLING – KEYNOTE SPEECH
JOEY DAVENPORT

During this interactive session, Joey will provide language, skills and resources used by top producers to help you increase your productivity. You will learn insights on the art of questioning as well as the power phrases to create a sense of urgency. Joey has been a main platform speaker at MDRT and LAMP conferences.


NETWORKING BEYOND THE BUSINESS CARD
MICHAEL HUGHES

Michael is known as “Canada’s Networking Guru”. This highly interactive session addresses the most common networking myths, explores secret network principles and supplies success strategies for creating and leveraging network of relationships that guarantee long term personal and professional success.


TIPS FOR SUCCESS
BLAIR GUILFOYLE
Blair works with high-income professionals and business owners assisting them with insurance and wealth management strategies. Listen to Blair’s 10 impactful tips that you can take back to your practice immediately!

ADVOCACY UPDATE
DAVID JUVET

As past Chair of Advocis, David will share with us his experiences and update us on Advocis initiatives. “While the industry will change, what doesn’t change is the consumer’s need for a professional financial advisor”.


GETTING OVER THE 5 YEAR HUMP
JUSTINE ZAVITZ

Justine offers diverse insurance solutions with a focus on living benefits. Justine will share her ups and downs new in the business and how she overcame them. Her achievements have earned her recognition as one of the Top 50 Women of Influence in Canada’s Life Insurance Industry in 2014.


THE PERENNIAL PRACTICE
AARON KEOGH

Aaron is passionate about the client experience, taking the time to learn about a client’s situation and then providing personalized solutions. Aaron’s presentation demonstrates how to build a repeatable business right from the start.