Agenda - Wednesday, July 21, 2021

All times are Eastern time

1:00 PM - 1:05 PM
Welcome and opening remarks
Mike Cunneen
Senior Vice-President, Insurance and Independent Distribution
1:05 PM - 1:55 PM
Connecting with the high net worth

As the Chief Operating Officer of Oechsli, Kevin Nichols specializes in coaching financial professionals on how to better attract loyal affluent clients. Amal Masri, Canada Life's Assistant Vice-President of Distribution Communications, has helped the country's top advisors grow their client base since 2012. Together, they will share how to elevate marketing strategies to connect with the HNW.  Join the conversation to hear about targeting "micro-niches", cultivating Centres of Influence and prospects with LinkedIn, proactively generating referrals by building trust at scale, and more!

Kevin Nichols
Chief Operating Officer, Oechsli
Amal Masri
Assistant Vice-President, Distribution Communications, Canada Life
1:55 PM - 2:00 PM
Closing remarks
Mike Cunneen
Senior Vice-President, Insurance and Independent Distribution