Thank you for attending the Advocis Vancouver Island webinar!

Here’s a list of the resources we are providing: 

  • Advocis Value of Advice Video
  • Canada Digital Adoption Grant
  • Free Life Insurance Campaign
  • How to Shoot a Great Video
  • How to Brand Yourself

To check out the resources individually, please keep scrolling. 

 

Advocis: Value of Advice Video

To access this video, please go to: https://www.advocis.ca/forAdvisors/Client-Video.aspx

Canada Digital Adoption Program

On March 3, 2022, the Canadian government announced the launch of the Canada Digital Adoption Program

The purpose of the program is to help Canadian small- and medium-sized businesses grow their online presence and upgrade or adopt digital technologies.

There are 2 grants available:

  • Grow Your Business Online ($2400 Grant)
  • Boost Your Business Technology ($15,000 Grant, up to $100,000 BDC Loan)

So, what does this mean for financial advisors?

The grant can be used to:

  • Build a new website with an online booking system
  • Refresh your current website with an online booking system
  • Costs related to search engine optimization
  • Costs pertaining to online advertising, such as Google, Facebook, LinkedIn ads

 

Social Media Posts

 

Life Insurance Campaign

Spring is a great time to catch up and plan for the next quarter.

Many advisors head into the last quarter with little or no planning and by the time December rolls around, they’re scrambling to get everything in.

Successful advisors prepare beforehand.

Fortunately, we’ve put together a Life Insurance campaign kit which includes:

  • 2 articles about insurance-“Why do the wealthy invest in life insurance” and “Should you take out an individual life insurance policy”
  • 1 pre-approach letter
  • 6 social posts

This kit will help you effectively start marketing life insurance so you have prospects in the pipeline by the time summer is here.

How to Improve your Brand as a Financial Advisor

  • Get Super Clear
  • Select a Niche
  • Position as Authority
  • Say No to Clients
  • Leverage Successes
  • Stay Consistent

How to shoot a great video

  • Choose your location
  • Setting up your camera/phone
  • Getting the lighting just right
  • On-camera presence
  • Working with a script
  • Clothing and accessories to avoid
  • Technical info