Take your Business Education Summit experience further by signing up for one of our pre-conference offerings.
Choose between one of our pre-conference offerings:
You will be able to select these pre-conference sessions when you register for the Business Education Summit.
This session is offered for women and is in English only.
Don’t miss this highly-acclaimed workshop for women based on a program from the Humphrey’s Group, a best-in-class organization that has delivered this program internationally to more than 500,000 participants.
Taking the Stage® is a full-day session, starting at 8 a.m. on the Sunday, September 23 before Business Education Summit, offering insights on how to:
This program provides the inspiration and practical advice for women to “take the stage” mentally, verbally, vocally, and physically. It combines practical learning with extensive personal feedback. Participants prepare and deliver a brief message, receive personalized voice and presence coaching, and role-play off-the-cuff conversations.
The fee for the program is $250 plus applicable taxes (practice credits can be used for reimbursement) and includes:
Don’t miss out on your opportunity to join us and Take the Stage!
Your colleagues had the following to say about the program:
I believe in the Taking the Stage® program. I believe it will change for the better, every life it touches. I know this from being a participant, but also because I have taken many leadership classes and read dozens of books on leadership, self-improvement, and attitude. It has taken me years to accumulate the base of knowledge offered in this one day, eight hour workshop. It is astoundingly efficient, and thorough in the approach and method. It is practical and hands on. I learned a lot, and got to practice as I was learning. I've never had this type of material presented and framed from a perspective to help women succeed.
Taking the Stage® will empower women to rise into leadership, to better serve our clients, to create deep bonds that come from a joint life changing experience, and to help provide a supportive circle for each other. I highly recommend it. Lisa Labrecque, Saskatchewan Stonebridge
Taking the Stage® has made a significant difference in my business and personal life! This course has delivered life time skill development with very little cost, time or effort on my part. It provides practical advice for women on how to speak up confidently; how to be assertive but not aggressive. This course will inspire you, coach you and give you the confidence to take the stage in all aspects of your life. Anna-Marie Rasmussen, Okanagan
Taking the Stage® was an absolute game changer for me! I’m convinced going forward that this program should be mandatory for all women within our organization, because it changes how we’re perceived and provides us with an opportunity to inspire, influence and motivate others. Barb Atkinson, Saskatchewan Stonebridge
Come early to Business Education Summit for a training opportunity solely for our IIROC-licensed Consultants and Associates. Gain CE credits with your fellow IIROC-licensed peers while you learn how to maximize your IIROC license, from head office leaders, senior IIROC Consultants and industry experts. This session is offered from 1 to 5 p.m. on Sunday, September 23, prior to the Business Education Summit.
Opening remarks and leadership Message (30 minutes)
Hosted by: Esther Bast, Senior Vice-President, Financial Services and Todd Asman, Executive Vice-President, Products & Financial Planning
Practice efficiencies (45 minutes)
This session will be filled with tips and ideas to help streamline your day to day as an IIROC Consultant or Associate. Topics will include tools, compliance, client presentations and more.
My first year as an IIROC Consultant (45 minutes)
Senior IIROC Consultants will share best practices and experiences since becoming IIROC Consultants, including their marketing approach, practice management, administration and product shelf utilization.
Industry Perspectives (45 Minutes)
Industry Guest Speaker
Client Case Study – Winning Business (1 Hour)
Participants will be divided into working groups and an actual case study will be shared and discussed from start to finish. You will examine the investments held at the competing firm, uncover key “wedge” issues to help win the business and develop a proposed portfolio using Investors Group products. You will get the opportunity to learn from your IIROC peers and also find out how the business was won!
Who should attend: Consultants and Associates (all achievement levels)
who want to learn about becoming an IG Securities (IIROC) Consultant.
Hosted by Esther Bast, Senior Vice-President, Financial Services, and Sandra Brown, Vice President, IG Securities, you are invited to learn about the many advantages of transitioning your practice to the IG Securities (IIROC) platform. Meet with members of the IG Securities Distribution leadership team in an informative breakfast session, where you will gain a better understanding of the courses and criteria required to move to the IIROC platform, as well as the end-to-end transition process. We will address frequently asked questions regarding compensation, recognition, tools, and the IG Securities advantage. Don’t forget to select this session during your ed track registration.
Due to unforeseen circumstances, this session has been cancelled.
Plan to come early to Business Education Summit for a pre-conference offering, designed by Lou Cassara, President & CEO of The Cassara Clinic® and The Financial Resource Network, who is back by popular demand with his The mindset and skill sets of a champion advisor presentation. For those who missed Lou at last year’s event, this is your opportunity to hear from one of the industry’s best as he repeats the presentation that attendees rated a 4.83 out of 5. The session is offered from 2 to 5 p.m. on Sunday, September 23, prior to the Business Education Summit.
Cost for the session is $99 plus applicable taxes. We need a minimum number of participants to offer the session. If you’re interested in participating, please register soon.
Attracting quality clients and differentiating yourself in today’s competitive market is one of the biggest challenges you face. Join Lou Cassara as he brings to life the powerful concepts, tools and processes from his bestselling sales book, From Selling to Serving – The Essence of Client Creation. Lou provides real time “Gamma” strategies and applications on how you can eliminate relationship landmines and convert them to relationship gold mines that will help you attract, connect and commit to significant client relationships. The concepts, tools, and applications he shares will help you open larger cases, and get your prospects and clients to commit to your recommendations in a shorter period of time.
Lou is the the President and CEO of The Cassara Clinic, a leading professional development and executive coaching organization in the financial services industry. He also has an impressive career as a Chartered Financial Consultant, Chartered Life Underwriter author and speaker.
He is a life and qualifying Member of the Million Dollar Round Table, and a 21-time qualifier for the Top of the Table. His career accomplishments include over $2B of life insurance in force, $40M of life premium, and 3,000 lives.
Lou has coached and developed thousands of business professionals and entrepreneurs to help create significant relationships using powerful strategies.
