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View from the Summit April 22, 2021
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Be Extraordinary - 2021 View from the Summit

Knowledge Circles

Knowledge circles will provide an opportunity for group discussion based on identified key topics for maximum peer to peer learning. Although hosted, knowledge circles will focus on organic conversation between yourself and up to 10 other colleagues. We will use Braindate in new ways to deliver these engaging sessions.

  • Segmented offerings to ensure applicable dialogue: PWM, Years 1-4, 4+ Years, Assistants, Directors
  • Dedicated knowledge circles in both English and French

Please be advised that Knowledge Circles are only available for field attendees. Instead, join a Spotlight Session and interact with industry leaders.

Knowledge Circle pillar topics include:

Knowledge Circle Topics

Share of Wallet

  • Effective Insurance Concepts
  • Creating business efficiencies moving into a managing solutions practice
  • Best Practices for setting up your pricing model
  • Increase your share of wallet with multigenerational pricing

Client Acquisition

  • Establishing and differentiating yourself with the value of LPP
  • Social selling strategies
  • Lead generation

Talent Acquisition

  • Team onboarding
  • Consultant retention strategies
  • Building a Diverse Practice

Practice Management

  • Knowing when to expand your team
  • Measuring success within your team through goal setting
  • Integrating digital processes into your practice
  • Succession planning

Health and Wellness

  • Adjusting to a virtual world
  • Women, Wealth & Well-being
Questions?Questions? Please email the Apex Summit Mailbox.