Ditch The Sales Pitch

Lounge areaHow to grow your business, get referrals and make your life easier.

Professional responsibility – 1 CE credit
Practice management – 5 CE credits

Your client care proposition is your secret weapon to ensure you start to and continue to bring in business and sleep soundly at night. Client retention and referrals lead to your long-term success. How you engage and communicate with clients is the difference between those who will succeed and those who won’t. Come learn how to harness the power of word of mouth and get your clients and prospective clients to rave about you at brunch. You (and your business bank account) won’t regret it. This is a full day CE course offered in person and online.

Fine print: We cannot guarantee clients will rave about you at brunch… it could be dinner or even dessert.


Module 1: You Had Me At Hello: Engaging prospective clients in a client-focused way.
Module 2: Step It Up: 5 missed opportunities to get referrals coming through the door.
Module 3: Social Media Does Work (we promise): How to effectively use social media without spending all your time blogging.
Module 4: Follow through:  How to create action item and meaningful milestones that clients will follow through on
Module 5: Professional Responsibility: Putting the discovery process into action to.

$420 + HST


Nov 21, 9am-4pm (1 hour lunch)
In person.
51 Wolseley Street – Workplace One

bioShannon Lee Simmons is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), author and founder of the New School of Finance. Simmons is widely recognized as a trailblazer in the Canadian financial planning industry. Her two bestselling books are Worry-Free Money and Living Debt-Free. She is a regular financial expert in the media and a monthly  contributor for the Globe and Mail. She is also the personal finance columnist for CBC’s Metro Morning and a financial expert on The Marilyn Denis Show.

Liz SchieckElisabeth (Liz) Schieck is a Certified Financial Planner (CFP), Ontario Certified Teacher (OCT), media personality and financial literacy advocate. As a public speaker she has traveled across Canada speaking about all kinds of financial issues – everything from freelancing to investing to retirement planning to basic budgeting. Liz specializes in household and small business financial planning as well as retirement and disability planning. She loves helping people figure out all the messy money stuff to make their big goals happen.


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