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          • Net Rates of Return and Prices
          • Fund code finder
          • Segregated fund financial statements
  • About ivari
        • Contact
        • Main reception
          416-883-5000

          Corporate mailing address
          ivari
          200-5000 Yonge Street
          Toronto, Ontario M2N 7E9
        • Policy-related contact
        • Are you a policyholder with ivari?
          Please use this mailing address for all policy-related correspondence

          Policy-related mailing address
          ivari
          P.O. Box 4241, Station A
          Toronto, ON M5W 5R3
        • Customer service
        • Toll free: 1-800-846-5970

          For general inquiries:
          [email protected]

          Need to send us something?
          Send requests securely
        • About us
          • Company information
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          • New to ivari
          • Contact us

Crafting a great conversation agenda

3:00 pm - 4:00 pm thu18apr3:00 pm4:00 pmCrafting a great conversation agenda

Event Details

Our business is relationship based. And these relationships need to be nurtured and maintained through time. As you have discussions at regular intervals with stakeholders and clients, it is essential

Event Details

Our business is relationship based. And these relationships need to be nurtured and maintained through time. As you have discussions at regular intervals with stakeholders and clients, it is essential you make the most of these conversations.

This session will cover some elements that go into building a agenda for these calls and meetings that will bring value to both yourself as an advisor, but also to the customer or stakeholder you are meeting with. We will cover the fundamentals of storytelling, the notion of the attention economy and the elements that make a great agenda.

 

Register

Time

April 18, 2024 3:00 pm - 4:00 pm

CalendarGoogleCal

ivari logo

P.O. Box 4241, Station A
Toronto, ON M5W 5R3

416-883-5000 . Telephone
1-800-846-5970 . Toll free
[email protected]

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ivari is a member of Assuris. Assuris is the not for profit organization that protects Canadian policyholders in the unlikely event that their life and health insurance company fails. Details about Assuris protection are available at www.assuris.ca.

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