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Using Emotional Intelligence to close the sale w/ Jack Wolf

February 26 @ 10:00 am - 11:00 am

We  are happy to offer another session with Jack Wolf  by Teleconference :

Using Emotional Intelligence to close the sale

Utiliser l’intelligence émotionnelle pour conclure la vente
presented by Jack Wolf, PhD, CLU, ChFC, CPT

Dial in # from Canada   1.888.299.2873

Conference Room #  649-598-796

 You may dial in or attend in the Copoloff boardroom

About Jack Wolf
For over 30 years Dr. Wolf has designed and presented interactive and successful programs to financial advisors throughout the World. He has been on the faculty of the American College of CLUs for over 25 years and has presented programs at regional and national meetings.
Jack has presented sessions at CAILBA in Toronto and to the Quebec financial advisors at Provincial meetings. Topics include collecting accurate client data, interpersonal communication and how to present complex financial data to clients.
Dr. Wolf was awarded CLU and ChFC designations after successful completion of required course work and testing by the American College in Philadelphia.  He also attained a CPT certification (Certified Performance Technologist) only one of less than 2,000 professionals Worldwide who are certified in performance improvement by the International Society for Performance Improvement (ISPI.org).
He has presented programs at the Million Dollar Round Table and Top of the Table International Conventions on the topic of ethical advisor/client relationships

Professional Development Requirements
  • The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to every professional holding an authorization issued by the Autorité des marchés financiers - details HERE
  • The CSF has designed a range of ProEthics online training bundles tailored to your needs and the field of practice in which you operate - details HERE
**MANDATORY COMPLIANCE**Every two reference periods (every four years), three of the PDUs a representative must accumulate in the subjects of compliance with standards, ethics and business conduct must be obtained during a training activity developed by the CSF and offered by it or in partnership with it.
Important – Meetings
  • According to the rules of the CSF – An Advisor arriving more than 5 minutes past the scheduled start time, may not receive a pdu for that hour. Kindly respect the start time
  • Only registered participants will be notified of any change (location/time change, cancelled meeting ect.) To avoid any unnecessary inconvenience, please be sure to reserve your spot for all meetings you would like to attend.
  • Keep track of all meeting you attend with the COPOLOFF TRACKING FORM
  • Details

    February 26
    10:00 am - 11:00 am