WEBINAR │ Leveraging RRSP season to drive future sales

Attend this webinar for 1 CE Credit! #

→ Get your CE credit by clicking here to complete the quiz.

How to earn your CE credit #

To earn your continuing education (CE) credit, it's crucial to watch the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email within 5 business days.

Session agenda #

• Is RRSP season still relevant, or has it become an outdated concept?
• How seasonality shows up in an advisory practice, and how to use it to your advantage
• Customizing your client approach, from communication frequency to a financial needs analysis (FNA)
• The analytics and metrics that should guide your outreach
• Building a repeatable, year-round sales and marketing plan
• What belongs in an advisor's tech stack, from client relationship management (CRM) platforms to compliant data storage

What you'll learn #

• Season vs. strategy: Why treating RRSP season as a single sales window undersells the year-round relationship your clients actually need.
• Client-by-client customization: How to adapt your communication frequency and planning approach to each client's needs.
• Metrics that matter: Which data points to track so you know where to focus your energy next.
• A repeatable plan: How to build a marketing plan you can reuse and refine year over year.
• The right tech stack: How CRM and FNA tools work together to save time and strengthen client relationships.

About our expert speakers #

Kelly Gustafson — Advisor Advocate & Champion #

"Every client I know is a statistic of one, but every process that you build in your business is a one-to-many relationship."

With 25 years in the industry as an advisor, wholesaler, and technology innovator, Kelly Gustafson has built her career around process. She has designed technology platforms for advisors and champions a philosophy built on repeatable systems: document your process once, then customize the solution for each client's needs.

Jason Bobee — President, Portfolio Strategies Corporation #

"Generic doesn't exist anymore — that's the world we live in. It's been shaped by technology."

Jason Bobee brings a dealer's-eye view to advisor growth as President at Portfolio Strategies Corporation. A former wholesaler, he works closely with advisors on succession planning, technology adoption, and building practices that hold up under regulatory change.

Deepen your knowledge: Growing your advisory practice #

• How to Build a Marketing Plan as a Financial Advisor: Learn how to design a repeatable, personalized marketing plan built around your business goals.
• Social Media & Content Marketing Strategies for Financial Advisors: Practical tactics for building your online presence and generating leads.
• Building a High Net Worth Book of Business: Strategies for attracting and retaining higher-value clients.
• Designing an Effective Succession Plan for Your Business: What to consider when planning the next chapter of your practice.
• Marketing Strategies for Financial Advisors Looking to Attract More Clients: Three effective strategies, from website design to content marketing.
• How Financial Advisors Can Maximize Growth Opportunities at Conferences: Tips for goal-setting, learning, and networking at industry events.
• 8 Productivity and Time Management Tips for Advisors: Practical ways to reclaim time and improve focus in a busy practice.