Powerful time management strategies for busy advisors

Speaker: Rosemary Horwood, Vice President, Investment Advisor, Rosemary Horwood Wealth; Multi-Award Winning Advisor, Richardson GMP

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Video on demand | Original air date: June 13, 2018

Imagine having more time in your working day. What would you do? How much more could you achieve?

This webinar will give you powerful time management strategies to maximize your time so that you can focus on managing and growing your business.

As a wealth professional, time is your greatest asset. Imagine if you could get more out of yourself and your team each day.

Five powerful time management tips
How to balance your time between sales, customer service, compliance and operations
Effective prioritization, task planning and delegation strategies

Institute accredited CE

CFP, CHS, CHFC, CLU and equivalent designations*

*Equivalent designations may include, but are not limited to, CA, CFA, CPA, CEBS, CFP, CGA, CIM, CMA, CMP, CSWP, EPC, FCSI, MTI, PFP, RFP, RPA, TE, TEP

It is the responsibility of participants to confirm that Institute-accredited and Institute-approved CE meet the CE requirements of other relevant organizations and provincial licensing bodies. For more information on Institute-accredited CE visit: http://www.iafe.ca/ce-accreditation-faq.aspx

About the instructor

Rosemary Horwood

Vice President, Investment Advisor, Rosemary Horwood Wealth; Multi-Award Winning Advisor, Richardson GMP

Rosemary Horwood is a multi-award winning wealth management professional focused on advising medical professionals and successful families to achieve their financial goals.

Since establishing Rosemary Horwood Wealth, Rosemary has distinguished herself on a national level with two consecutive Wealth Professional Awards: the Advisor Rising Star Award in 2017 and the Young Gun of the Year in 2016.

Philanthropy and volunteerism are central to Rosemary’s life. She is dedicated to serving on the C3 Church Hospitality Team in Toronto and has actively participated as a director on two boards.

Course curriculum

1
Webinar
- Powerful time management strategies for busy advisors
2
CE Quiz
- CE Quiz
- Short Quiz | 3 Questions | CE Credits
3
Professional Resources
- Professional Resources
- Practical Tips to Avoid Burnout
- Why slowing down is vital to business success

Maximize your time so that you can focus on managing and growing your business.

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