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September 18, 2019: Wealth Management Workshop

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September 18, 2019: Wealth Management Workshop


Financial Advisors who partner with RBC Correspondent Services are invited to register for the 2019 Wealth Management Workshop, featuring business building ideas to grow your business through financial planning, proposals and wealth strategies.  

This is a two day event, the days complement eachother, but attendance at both days is not required.



Click here to register for September 18



Click here to register for September 19




September 18 Agenda

Setting the Stage for Financial Planning - Kelly Johnson, RBC Correspondent Services

Integrating Planning into your Practice - Clark Brown, Cannon Financial Institute


Why? Benefits for advisors


Integrating Planning into your Practice - Clark Brown, Cannon Financial Institute


Why? Benefits for clients, including having the conversation and asset consolidation


Implementation - Melissa Steele, RBC Correspondent Services; Chip Petty, MoneyGuidePro


Action Planning: financial planning software solutions


Implementation - Clark Brown, Cannon Financial Institute

First Look at Wealth Strategies - Clark Brown, Cannon Financial Institute


Advisor benefits, articulating your value, conversations with clients (addressing objections)


Bringing it all Together - Kelly Johnson, RBC Correspondent Services


Action planning and recap



September 19 Agenda

Wealth Strategies Overview - Kelly Johnson, RBC Correspondent Services

Know Your Products & Use Your Technology - Melissa Steele, RBC Correspondent Services 


Understanding advisory products

Scenarios, demonstration of tools, and hands on training (laptop with access to RBC applications recommended)


Uncovering and Earning More from your Clients - Fred Rose & David Fiacco, RBC Wealth Management; Rodney Powell, RBC Correspondent Services


Focus on Credit (NEW!) and Focus on Trusts with scenario and interactive learning


Sharing Sales and Practice Management Ideas


Interactive small group conversations and white boarding: Retirement Planning, Advisory, College Planning, Lending


Continuing the Journey with your Clients - Ismael Munar, RBC Correspondent Services


Portfolio Reviews: When? Why? How? Demonstration of tools and hands on training (laptop with access to RBC applications recommended)


Bringing it all Together - Kelly Johnson & Melissa Steele, RBC Correspondent Services


Action Planning - Plan, propose, implement 



Lodging

TBD


What is included with registration?

There is no cost to attend the Wealth Management Workshop, continental breakfast, snacks and lunch are provided both days. Transportation to the workshop location, lodging and extra-curricular activities are at your own expense. 
Ticket Information Ticket Price
September 19, 2019: Wealth Management Workshop Free



Map TBD, Orlando, United States
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