The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.
Upcoming Client Events
Members who have made use of the client events have all received positive feedback from their clients. Now, there is an easier for you to promote this service to your network so as to generate new business and referrals and build your reputation.
For each client event, there will be a registration link along with the related poster for you to send out, broadcast, or simply upload onto your own social media platform. Your clients register by themselves, indicating who invited them, and Administration Department will collect the data for you to follow-up. Stephen will also be teaching you how to use these client events effectively at his training next Wednesday (11am on January 20) including how to host your own event.
Here are the details for the upcoming events:
11 Ways of Property Tax Coding: #1 Debt Repayment #2 Retirement Enhancing #3 Legacy Building
Time & Date: 10:55 am, Thursday, January 14
Language: Mandarin
YouTube link: https://youtu.be/FzlGDMvhd5E
Time & Date: 1:55 pm, Thursday, January 14
Language: Cantonese
YouTube link: https://youtu.be/rYTWR5oCPt4
And here is the registration link: http://sv.mikecrm.com/vBrosom
Ask admin@wayfinancial.ca if you have any question.
Reminder on Office Guidelines in Managing COVID-19
Stepping into the new year, we continue to be prudent in managing the pandemic risk and safe-guarding the health and safety of our members while using innovative ways to help everyone generate more business and revenue. Please be reminded of the safety protocols currently undertaken.
In visiting the office, everyone should continue maintaining high level of personal hygiene and be mindful of the following when you enter the premise:
- Sanitize your hands and put on a face mask;
- Keep a good distance when communicating with each other in person; and
- Ask your visitors to do the same above.
Persons who are not feeling well, have travelled outside Canada within the last 14 days, have been in contact with a person confirmed to have COVID-19 or have the following symptoms are asked not to come to the office:
- Fever
- Chills
- Cough
- Shortness of breath
- Loss of sense of smell or taste
- Diarrhea
- Nausea and vomiting
Our Operations staff remain in full-day service. Send us an e-mail for any enquiry or request you may have:
-
- process@wayfinancial.ca (for business related matters)
- account@wayfinancial.ca (for compensation related matters)
- contracting@wayfinancial.ca (for contracting matters)
- admin@wayfinancial.ca (for licensing, E&O and other matters)
Let’s return our attention to growing business while continuing our efforts to keep this virus at bay.
Investment Transfer-in $2,000 Campaign (Dec to Jan)
Only 3 more weeks to go to get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies,etc.) !
All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!
Transfer-in 5 clients and qualifiers will already get $500 in advance. 5 different accounts (e.g. 1 RRSP, 1 Spousal RRSP, 1 RRIF, 1 TFSA, 1 RESP) transferred by the same client will also qualify for 5 counts.
Two or more of the same account transferred by the same client will qualify for one count. For example: A mother transfers in 2 RESPs for her different children will be treated as one count.
Feel free to ask Stephen for more details at stephen.lai@wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!
Carriers’ Updates
Canada Life
Investment
Partial lifting of the temporary suspension on the Canada Life real estate fund
As of Jan 11, 2021, the real estate fund is open for contributions and transfers into the fund. In addition, although temporary suspension remains in place for redemptions, the fund is now in a position to accept initial redemption requests for investors who submit a redemption request between Jan. 11 and Feb 19, 2021. See the attached PDF for more details or ask Richard Chen at richard.chen@canadalife.com or (604)338-6416 if you have any question.
RBC
With immediate effect, Keni Ng will be working with wholesaler Mike Jackson in supporting our advisors’ investment business. Keni can be reached at rbciwwreq@rbc.com or (604)230-4717 while Mike continues to be reachable at mike.jackson@rbc.com or (604)363-7583.
Upcoming Virtual Trainings
Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:
- Input your full legal name and email address when joining the training.
- Join the meeting on time to log the sign-in time.
- Leave the online meeting room only when the presenter confirmed that the training is over.
Advocis Practice Development Module — Preparation
8:30am PST, Tuesday, January 12
Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.
11 Ways of Property Tax Coding by COT Member Carmen Ke
Learn from the best and have COT Member, Carmen Ke, help you increase your closing rate and teach you tactics in dealing with different clienteles.
11am PST, Wednesday, January 13
iA Investment for RRSP Season – Hilda Ng
11am PST, Friday, January 15
In addition to giving us a market update, Hilda will show us how to use the RRSP loan strategy to get more business this RRSP season.
Best regards,
Administration Department
“The WAY to connect people. The WAY to drive business.”
Way Financial Inc.
Tel: (1) 604 279 0866
Fax: (1) 604 278 0133
2nd Floor, 8171 Ackroyd Road
Richmond, BC V6X 3K1
This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.
If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.