Search

Search resources

1 - 5of 5

Results: 5

Chris George, CFP, TEP; Simon John Gibson, Dip PFS; Kindra Hall; Twyla Dawn Hardham, CFP; Terry C. Johnson; Darren W. Ulmer, CLP, CLU

Sep 1, 20246 min

Insurance protection: Talking tragedy vs. dreams

There’s a balance between scaring clients with reality and inspiring dreams.

Sales ideas that really work — in just 60 minutes

David Batchelor, Dip PFS, CFP; Simon John Gibson, Dip PFS

Jun 12, 20247 min

Sales ideas that really work — in just 60 minutes

Longtime Top of the Table qualifiers Batchelor and Gibson share a batch of ideas that can be implemented by advisors of any experience level. This fast-paced session will advance your understanding of cutting-edge psychology and how that can help you guide clients to follow your recommendations.

Simon John Gibson, Dip PFS

Apr 19, 20243 min

Helping a dying client secure his family’s future

Insurance for a friend with terminal cancer enabled his wife to never "dress as a widow."

Risha Baddaloo, BSc, LUTCF; Joyce Chan; Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Alessandro M. Forte, FCII, CFP; Simon John Gibson, Dip PFS; Sarah Helen Hogan, ACII; Anant Jain, CFP, MBA; Miliana Marten, AEPP; Seema Nair; Manuel Antonio Paderanga ; Karyl Phua

Mar 1, 202411 min

When a good idea sticks

Temporary fixes that yielded so much benefit, they became habits.

Wade A. Baldwin, CFP; Douglas John Bennett, Dip PFS; Simon John Gibson, Dip PFS; Librada Gonzalez; Yuka Nakahara-Goven, MBA, CLU; Mark D. Olson, CFP, MSFS; Gail Singh; Jason L. Smith; Erika Silva Velasco

Mar 9, 202312 min

Help wanted

Advisors struggle to hire but are adjusting to meet the challenge.

About
Join
Events
Resources