Advisor Growth Journey


 

Advocis is partnering with The Legacy Companies, to bring special access to their Advisor Growth Journey.

The Advisor Growth Journey provides bite-sized, actionable insights that will enhance and evolve your practice. Gain access to all the resources you’ll need to continue growing as a financial advisor.


 

Who Should Enrol?

  • Individuals who are planning-focused, wanting long-term client relationships, and committed to making a difference.

 

Program Overview

  • Online learning
  • 1 year of access to course materials
  • 18.5 Institute accredited CE credits
  • No prerequisites required
  • Member and Non-Member Price of $997 CAD

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements. 

 

Program Features

  • Full access to the Advisor Growth Journey.
  • Ability to use all the Intellectual Property covered in the Journey.
  • License to the industry-leading Qualitate™ software.
  • Assessment directing you to your journey priority.
  • A workbook for each stage in the Journey to help facilitate the learning and implementation.
  • Rich library of resources, articles, tools and access to a library of on-demand webinars.
  • Invitation to regular live webinars on timely topics.
  • Marketing assets to use on your website to engage prospects.
  • Access to a community of like-minded advisors.
  • Dedicated Client Experience Manager.
  • CE accreditation by various professional bodies.
  • Group coaching and 1 on 1 training available. Just ask us.

 

Completion Requirements:

  • Overall passing mark of 60% 
  • Completion of quizzes (100% of overall mark)

 

Features:

  • Unlimited quiz attempts
  • 365 day window for completion

 

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 365 days after registration
  • Allow for 1-2 business days to access the module following the registration and payment process

 

What You Will Learn

The Advisor Growth Journey consists of 5 key areas, each supported by videos, workbooks, tools, and resources to ensure you have what you need to apply the learning to your business in real time, creating measurable results.

 

Advisor Growth Journey Courses 

Ready to Register?

 

ADVISOR GROWTH JOURNEY REGISTRATION

Registration for the Advisor Growth Journey is now open.

Register for the Advisor Growth Journey


1. Focus

Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. Create a marketing plan to support revenue, with powerful messaging to attract the right types of prospects.


2. Promise

Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. Discover the structure, tools and specific language that’s been a catalyst to advisor growth for more than two decades.


3. Deliver

Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. Step beyond the traditional approaches of typical advisors with our Qualitative Discovery, along with tried and tested structures, tools and strategies to easily make an impactful impression on clients and their families.


4. Anchor

Create clients for life and develop specific approaches to engaging the entire family across generations. Learn how to effectively cluster clients — not segment them — and implement our advisor business organization chart, so you have the right people in the right roles to drive growth.


5. Legacy

A growing business is always evolving. Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it.


Register for the Advisor Growth Journey

 

 

"The Advisor Growth Journey is a great way to stay relevant & sustainable. We love to be different & make a difference in our clients lives. The journey is well worth the creating a client experience." - TIM HAUNN, FOUNDING PARTNER HAUNN LANDERS & CO., MISSISSAUGA, ON
"Legacy and their Advisor Growth Journey challenge me as an advisor to think differently about my business more than anything else I've experienced, while providing the necessary tools and resources to grow our business." - BRENT PEACOCK, PARTNER PEACOCK SHERIDAN GROUP, KELOWNA, BC
 

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