Dive into an exclusive event designed to help you attract the right clients effortlessly.
Enroll in our 8-Week Virtual Group Coaching Program today!
Upon registration, you'll receive a detailed schedule of the program's content.
Join us for this exclusive program led by two seasoned financial advisory coaches, Maureen Wilke & April-Lynn Levitt.
Here's what you'll get:
- Learn systematic methods to attract Client and COI Referrals.
- Gain access to proven templates and scripts for referral success.
- Receive personalized guidance and accountability from your coaches and peers.
- Discover the strategies used by the most successful advisors in Canada and the US to maintain a steady stream of ideal clients.
Spots are limited to ensure a focused and impactful experience for all participants, so don't delay—secure your spot early for the upcoming series. While live participation is crucial for extracting the most value, recordings will be available for your convenience.
New Client Generator Group Coaching Program
April-Lynn Levitt
Maureen Wilke
April has been a professional business coach with The Personal Coach since 2006 and is passionate about helping advisors and their teams reach their potential. April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 billion dollars for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market. April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training. She is a frequent speaker and contributor in the financial services industry.