Agenda - Wednesday, July 21, 2021
All times are Eastern time
1:00 PM - 1:05 PM
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Welcome and opening remarks
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Senior Vice-President, Insurance and Independent Distribution
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1:05 PM - 1:55 PM
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Connecting with the high net worth
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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! |
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Chief Operating Officer, Oechsli
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Assistant Vice-President, Distribution Communications, Canada Life
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1:55 PM - 2:00 PM
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Closing remarks
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Senior Vice-President, Insurance and Independent Distribution
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