{"id":76058,"date":"2021-04-14T16:13:37","date_gmt":"2021-04-14T23:13:37","guid":{"rendered":"https:\/\/www.dreamifymedia.com\/wayfinancial\/?p=76058"},"modified":"2021-04-14T16:13:37","modified_gmt":"2021-04-14T23:13:37","slug":"way-weekly-bulletin-210111","status":"publish","type":"post","link":"https:\/\/www.dreamifymedia.com\/wayfinancial\/2021\/04\/14\/way-weekly-bulletin-210111\/","title":{"rendered":"Way Weekly Bulletin 210111"},"content":{"rendered":"<p>Dear Members,<a id=\"post-76058-x_x_x_m_9008324390800211916_m_-142507184\"><\/a><\/p>\n<p>The weekly bulletin informs members recent initiatives,\u00a0campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.<\/p>\n<p><strong>Upcoming Client Events<\/strong><\/p>\n<p>Members who have made use of the client events have all received positive feedback from their clients.\u00a0 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.<\/p>\n<p>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.\u00a0 Your clients register by themselves, indicating who invited them, and Administration Department will collect the data for you to follow-up. \u00a0Stephen 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.<\/p>\n<p>Here are the details for the upcoming events:<\/p>\n<p><strong>11 Ways of Property Tax Coding: #1 Debt Repayment #2 Retirement Enhancing #3 Legacy Building<\/strong><\/p>\n<p>Time &amp; Date: 10:55 am, Thursday, January 14<\/p>\n<p>Language: Mandarin<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/FzlGDMvhd5E\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/youtu.be\/FzlGDMvhd5E<\/a><\/p>\n<p>Time &amp; Date: 1:55 pm, Thursday, January 14<\/p>\n<p>Language: Cantonese<\/p>\n<p>YouTube link: <a href=\"https:\/\/youtu.be\/rYTWR5oCPt4\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/youtu.be\/rYTWR5oCPt4<\/a><\/p>\n<p><img loading=\"lazy\" width=\"624\" height=\"351\" class=\"wp-image-76059\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image.png 624w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-300x169.png 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"624\" height=\"351\" class=\"wp-image-76060\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1.png 624w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1-300x169.png 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"625\" height=\"351\" class=\"wp-image-76061\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image.jpeg 625w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-300x168.jpeg 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/p>\n<p><img loading=\"lazy\" width=\"625\" height=\"351\" class=\"wp-image-76062\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1.jpeg 625w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-1-300x168.jpeg 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/p>\n<p>And here is the registration link: <a href=\"http:\/\/sv.mikecrm.com\/vBrosom\">http:\/\/sv.mikecrm.com\/vBrosom<\/a><\/p>\n<p>Ask <a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> if you have any question.<\/p>\n<p><strong>Reminder on Office Guidelines in Managing COVID-19<\/strong><\/p>\n<p>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.\u00a0 Please be reminded of the safety protocols currently undertaken.<\/p>\n<p>In visiting the office, everyone should continue maintaining high level of personal hygiene and be mindful of the following when you enter the premise:<\/p>\n<ul>\n<li>Sanitize your hands and put on a face mask;<\/li>\n<li>Keep a good distance when communicating with each other in person; and<\/li>\n<li>Ask your visitors to do the same above.<\/li>\n<\/ul>\n<p>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:<\/p>\n<ul>\n<li>Fever<\/li>\n<li>Chills<\/li>\n<li>Cough<\/li>\n<li>Shortness of breath<\/li>\n<li>Loss of sense of smell or taste<\/li>\n<li>Diarrhea<\/li>\n<li>Nausea and vomiting<\/li>\n<\/ul>\n<p>Our Operations staff remain in full-day service.\u00a0 Send us an e-mail for any enquiry or request you may have:<\/p>\n<ul>\n<li>\n<ul>\n<li><a href=\"mailto:process@wayfinancial.ca\">process@wayfinancial.ca<\/a> (for business related matters)<\/li>\n<li><a href=\"mailto:account@wayfinancial.ca\">account@wayfinancial.ca<\/a> (for compensation related matters)<\/li>\n<li><a href=\"mailto:contracting@wayfinancial.ca\">contracting@wayfinancial.ca<\/a> (for contracting matters)<\/li>\n<li><a href=\"mailto:admin@wayfinancial.ca\">admin@wayfinancial.ca<\/a> (for licensing, E&amp;O and other matters)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Let\u2019s return our attention to growing business while continuing our efforts to keep this virus at bay.<\/p>\n<p><strong>Investment Transfer-in $2,000 Campaign (Dec to Jan)<\/strong><\/p>\n<p>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.) !<\/p>\n<p>All transfer-in businesses must be funded into a segregated fund account. Any amount qualifies!<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" width=\"393\" height=\"508\" class=\"wp-image-76063\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2.png\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2.png 393w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2-232x300.png 232w\" sizes=\"(max-width: 393px) 100vw, 393px\" \/><\/p>\n<p>Feel free to ask Stephen for more details at <a href=\"mailto:stephen.lai@wayfinancial.ca\">stephen.lai@wayfinancial.ca<\/a> or 604-279-0866 ext. 114 or Trainer Amanda Ngan (<a href=\"mailto:amandangan@aristowealth.ca\">amandangan@aristowealth.ca<\/a>) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!<\/p>\n<p><strong>Carriers\u2019 Updates<\/strong><\/p>\n<p><strong>Canada Life<\/strong><\/p>\n<p><strong><em>Investment<\/em><\/strong><\/p>\n<p>Partial lifting of the temporary suspension on the Canada Life real estate fund<\/p>\n<p>As of Jan 11, 2021, the real estate fund is open for contributions and transfers into the fund.\u00a0 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.\u00a0 See the attached PDF for more details or ask Richard Chen at <a href=\"mailto:richard.chen@canadalife.com\">richard.chen@canadalife.com<\/a> or (604)338-6416 if you have any question.<\/p>\n<p><strong>RBC<\/strong><\/p>\n<p>With immediate effect, Keni Ng will be working with wholesaler Mike Jackson in supporting our advisors\u2019 investment business.\u00a0 Keni can be reached at <a href=\"mailto:rbciwwreq@rbc.com\">rbciwwreq@rbc.com<\/a> or (604)230-4717 while Mike continues to be reachable at\u00a0<a href=\"mailto:mike.jackson@rbc.com\">mike.jackson@rbc.com<\/a> or (604)363-7583.<\/p>\n<p><strong>Upcoming Virtual Trainings<\/strong><\/p>\n<p><strong>Please note the sign in and out times are stamped by online training apps<\/strong> (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:<\/p>\n<ul>\n<li>Input your full legal name and email address when joining the training.<\/li>\n<li>Join the meeting on time to log the sign-in time.<\/li>\n<li>Leave the online meeting room only when the presenter confirmed that the training is over.<\/li>\n<\/ul>\n<p><strong>Advocis Practice Development Module \u2014 Preparation<\/strong><\/p>\n<p>8:30am PST, Tuesday, January 12<\/p>\n<p>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.<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/l\/meetup-join\/19%3ameeting_MjVhYWViZmMtMjgyMy00MTdlLWE4NDAtMTZmZWJmMDQxNDhl%40thread.v2\/0?context=%7b%22Tid%22%3a%22ebe3db19-cae3-4dec-8ec3-fd0f469eeac8%22%2c%22Oid%22%3a%227aec86ea-f558-4bf3-8ea7-11c7d10c7db9%22%7d\" target=\"_blank\" rel=\"noopener noreferrer\">Join Microsoft Teams Meeting <\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong><br \/>\n11 Ways of Property Tax Coding by COT Member Carmen Ke<\/strong><\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p>11am PST, Wednesday, January 13<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/teams.microsoft.com\/dl\/launcher\/launcher.html?url=%2F_%23%2Fl%2Fmeetup-join%2F19%3Ameeting_YjBiNWFkMGQtNjdlNC00ZTM2LWE2NGYtOTQ0MjRkYjc1OGNl%40thread.v2%2F0%3Fcontext%3D%257b%2522Tid%2522%253a%2522ebe3db19-cae3-4dec-8ec3-fd0f469eeac8%2522%252c%2522Oid%2522%253a%25227aec86ea-f558-4bf3-8ea7-11c7d10c7db9%2522%257d%26anon%3Dtrue&amp;type=meetup-join&amp;deeplinkId=3d1968d4-6e74-455b-b80f-8e9a01d04c9c&amp;directDl=true&amp;msLaunch=true&amp;enableMobilePage=true&amp;suppressPrompt=true\">Click here to join meeting<\/a><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" width=\"421\" height=\"582\" class=\"wp-image-76064\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2.jpeg 421w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-2-217x300.jpeg 217w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>iA Investment for RRSP Season &#8211; Hilda Ng<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>11am PST, Friday, January 15<\/p>\n<p>&nbsp;<\/p>\n<p>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.<\/p>\n<p><a href=\"https:\/\/us02web.zoom.us\/j\/84064474160\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to join meeting <\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>Best regards,<\/p>\n<p>Administration Department<\/p>\n<p><em>\u201cThe WAY to connect people. The WAY to drive business.\u201d<\/em><\/p>\n<p><strong>Way Financial Inc.<\/strong><\/p>\n<p><img loading=\"lazy\" width=\"93\" height=\"94\" class=\"wp-image-76065\" src=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-3.jpeg\" srcset=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-3.jpeg 93w, https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-content\/uploads\/2021\/04\/word-image-3-45x45.jpeg 45w\" sizes=\"(max-width: 93px) 100vw, 93px\" \/><\/p>\n<p>Tel: \u00a0(1) 604 279 0866<\/p>\n<p>Fax:\u00a0(1) 604 278 0133<\/p>\n<p><a href=\"https:\/\/www.dreamifymedia.com\/wayfinancial\/\">www.wayfinancial.ca<\/a><\/p>\n<p>2nd Floor, 8171 Ackroyd Road<\/p>\n<p>Richmond, BC V6X 3K1<\/p>\n<p><em>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.<\/em><\/p>\n<p><em>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.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear Members, The weekly bulletin informs members recent initiatives,\u00a0campaigns 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.\u00a0 Now, there is an easier for you to promote this service [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76058"}],"collection":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/comments?post=76058"}],"version-history":[{"count":1,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76058\/revisions"}],"predecessor-version":[{"id":76066,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/posts\/76058\/revisions\/76066"}],"wp:attachment":[{"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/media?parent=76058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/categories?post=76058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dreamifymedia.com\/wayfinancial\/wp-json\/wp\/v2\/tags?post=76058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}