Date: Thursday, September 22nd, 2016 | Location: CPA Lounge TRS1-003 | Time: 6:00pm-9:00pm

Description:
Ryerson Financial Planning Association is teaming up with Investors Group (IG) to provide TRSM students with valuable tips on how to identify, qualify and obtain leads. Investors Group representatives will assist students to better understand the material by using real life examples and demonstrations in one of our free workshop events. IG understands that the most important part about Financial Planning is the clients that you obtain, maintain and repeat service to in order for your livelihood to be successful. Join in for the session to learn about different types of clients and how to satisfy their needs.

Ryerson Financial Planning Association is teaming up with Investors Group (IG) to provide TRS students with valuable tips on how to identify, qualify and obtain leads. Investors Group representatives will assist students to better understand the material by using real life examples and demonstrations in one of our free workshop events. IG understands that the most important part about Financial Planning is the clients that you obtain, maintain and repeat service to in order for your livelihood to be successful. Along with an open networking session to learn about different types of clients and how to satisfy their needs.

― Prospecting + Client Type and Their Needs