Lunch

Russell Overview

An informative overview of exciting new initiatives underway at Russell, in Canada and around the globe. Last year, Russell saw assets under administration grow from US$67 billion to $100 billion, and the pace is not subsiding. Russell is also making considerable efforts to support you and your clients with new marketing and business development materials and new client-relevant product innovations.

Russell’s Investment Process

The in-depth and quick decision-making skill of Russell’s manager research process will be discussed using real-life manager research examples.

How to Position and Sell Sovereign & LifePoints

This session will include success stories, and practical advice and guidance in how to identify the ideal client, and service the client through the various stages of their relationship with you.

Break

Special Guest Speaker

Practice Management Tools

What does the future hold for your business? Building your business requires planning and persistence. Whether its streamlining your business to increase your revenue per client, or defining and communicating your value and strategic direction, we have best-in-class business tools that can help you grow your business.

Reception