IFB Workshops

Technology Workshop

We are now introducing half day workshops in addition to our Summits and Regional Events! These workshops give advisors the opportunity to hear from keynote speakers,  earn continuing education credits, and network with others in the industry.

Leverage Technology to Market, Build and Perpetuate Your Financial Services Practice


Thursday, June 22, 2017


8:30 a.m. – 12:00 p.m.


Living Arts Centre
4141 Living Arts Dr.
Mississauga, ON
L5B 4B8


3 hours of CE for your Life License

3 hours of FPSC-approved CE for CFP® Designates

3 hours of CE for RIBO Licenses (in the management category)


$50.00 for IFB Members
$75.00 for Non Members 
*prices do not include tax


Participating Companies:


Glidepath Portfolio Services Inc.

TNG Financial Software Inc.

Unique Advisor Inc.

Schedule and Presentation Outlines:

8 a.m. – 8:30 a.m. – Registration and Coffee 

8:30 a.m. – 10 a.m. – 37 Ways Your Website Died and How to Resurrect It

1.5 hours of FPSC-approved CE in the Practice Management category

1.5 hours of CE for RIBO Licenses in the Management category 

Darrell Keezer, Launch48

How would you describe your company’s online presence? Inspiring, engaging, informative or just “corporate”? It is becoming increasingly more important to recognize that advancements in technology have fundamentally changed the way Canadians interact with products and companies online.

Canadians of all age groups are consuming more content than ever before. It is now extremely important for professionals to become content marketers. During this presentation, Darrell will aim to analyze and challenge the old perceptions that have ruled the online community’s thoughts about a web-presence, social media responsibilities and customer communication methods.

We will review how the latest consumer statistics along with real customer stories, will help you build a digital presence that can gather lifetime advocates, not just online sales.

10 a.m. – 10:30 a.m. – Networking Break

10:30 a.m. – 12 noon – Using Technology to Find a Teammate: Advisor Teaming as an Antidote to the Perpetuation Problem

1.5 hours of FPSC-approved CE in the Practice Management category

1.5 hours of CE for RIBO Licenses in the Management category 

Roland Chan, FindBob

Roland Chan, CEO of FindBob and the architect of Coming Up Next™, IFB’s own advisor continuity and succession planning program, will offer insights into the benefits of advisor teaming. He will share industry research that suggests that:

Find out how advisors can use online applications, like Coming Up Next™, to connect with other financial professionals and kick start their advisor teaming goals.