Advocis Saugeen: 46th Annual Sales Congress
Wed, Sep 10
|Walkerton Golf and Curling Club
Learn from our very own, April-Lynn Levitt and an additional 2 industry experts regarding client acquisition, branding, marketing, social media, and tax advisory strategies for clients and advisory businesses. Our thought leaders will show you how to scale your business in 2025 and beyond.
Time & Location
Sep 10, 2025, 9:00 AM – 1:00 PM EDT
Walkerton Golf and Curling Club, 164 Bruce County Rd 2 RR 4, Walkerton, ON N0G 2V0, Canada
About the Event
Advocis Saugeen: 46th Annual Sales Congress
Thank you to Financial Horizons and Bridgehouse Canada for sponsoring this event.
Join us for a morning of learning how to scale up your business in 2025 and beyond!
Join us for our 46th Annual Sales Congress where we will learn from 3 industry experts regarding client acquisition, branding, marketing, social media, and tax advisory strategies for clients and advisory businesses. Our thought leaders will show you how to scale your business in 2025 and beyond.
Rachel Noye, Client Experience Director, SagePath Consulting – “What’s Working for Advisors Now – Real world practice management strategies for growth”
Rachel has deep experience with partnering with advisor firms. Her career path has travelled various expertise in brand management, advertising, marketing, and communications. She had led teams in wealth management for product marketing, operations for insurance claims and recently joining SagePath Consulting where she speaks to advisors…