Video on demand | Original air date: July 18, 2018 

Transform the way you prospect, generate leads and engage with your customers with these powerful sales strategies.

This webinar will equip you with innovative and time-tested techniques to prospect and qualify potential leads, build continuous relationships with clients and manage referral relationships with allied professionals.

  • How to build a strong pipeline of qualified leads
  • Improving your customer conversion rates
  • Step by step sales procedures that get results

Register today and unlock the power of your lead generation potential.

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:

About the instructor

  • Joe Macek

    Joe Macek

    FMA, CIM, DMS, FCSI, Portfolio Manager, HollisWealth/Industrial Alliance Securities Inc.

    Joe has over 20 years of experience in the financial Industry. Starting his career in 1998, Joe is now a leading Portfolio Manager with Hollis Wealth. Over the years he has developed proprietary methods that allow him to make timely responses to market news and changes in leading indicators. He uses this portfolio approach to develop a portfolio for client's unique objectives and risk tolerance.

    Joe has been providing financial advice to families, business owners, private corporations, trusts and estates for two decades. He also is dedicated to helping others in this industry as he is currently mentoring aspiring advisors and students. Joe is dedicated to building the most professional service and experience tailored to each client.

Course curriculum

  • 1
    • Lead generation, prospecting and managing referral relationships
  • 2
    CE Quiz
    • CE Quiz
    • Short Quiz | 3 Questions | CE Credits
  • 3
    Professional Resources
    • Professional Resources
    • Best Practices for Lead Generation
    • Lead Generation Strategies

Unlock the power of your lead generation potential with both innovative and time-tested techniques.


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