Practice Development Programs

Our Practice Development programs are designed to address the specific and unique needs that Gold Key advisors face in growing their businesses. As a Gold Key advisor, you can access these programs to help take your business to the next level of success.

Associate Advisor Development Program

This one-week training program helps Gold Key advisors develop their new associate/sub-advisors by increasing their skills and depth of knowledge. This ultimately helps advisors in succession planning.

Client Audit

Client Audit consists of a distinctive survey process designed to help advisors strengthen relationships with existing clients and identify cross-selling, consolidation and referral opportunities to grow these relationships. It provides a comprehensive analysis of client satisfaction, and helps identify opportunities that are practical and actionable.

Executive Consulting Process

This one-on-one program—led by the Regional Director/Director; Regional Manager, The Resource Centre; and other key members of your Resource Centre team where applicable—helps advisors solve specific challenges in growing their business.

The Executive Consulting Process includes:

• A 30-minute pre-session conference call
• A one-day intensive consulting session (held in your local Resource Centre)
• Two 30-minute follow-up conference calls (at 45 days and 90 days)

Executive GPS

Transitioning a business can mean many things. Executive GPS can help with:

• Strategic direction
• Infrastructure
• Recruitment needs
• Integration of new team members
• Team development
• Transitioning of the business, from the perspective of the buyer and seller

The 8 Best Practices of High-Performing Advisors

This highly acclaimed program leads advisors through a process to analyze their business, identify key development areas and grow their business.

Developed by The Covenant Group, The 8 Best Practices of High-Performing Advisors is a 12-month program that adopts a systems approach to Practice Development, focusing on business management, marketing, relationship management and resource management.

Succession Planning

Succession Planning is designed to help advisors create a plan to transition their business. This process covers the important elements in selling or buying a block of business:

• Business definition (creating a vision for their life and business)
• Finding a buyer/seller/partner
• Preparing their practice for transition and possible sale
• Valuing their practice
• Transition management process (making a smooth transition, ensuring clients are well taken care of)

Licensing Schools

We provide access to licensing centres to help advisors pass their life insurance and mutual fund exams.

The Practice Development Portal

The Practice Development Portal (The Portal) is part of our commitment to help advisors move their business to the next level of success. The Portal is a user-friendly, online tool that can help you develop strategy for your business with features including Case Studies, Related Resources Quick Links, Glossary and Advanced Search Tool.

Advisor website development support

The Internet is an integral part of doing business today. As part of our commitment to help advisors take their business to the next level of success, we have developed a valuable resource to help Gold Key advisors establish an effective, affordable web presence.

Strategic alliances

Gold Key advisors can take advantage of their partnership with us to receive special rates on products and services designed to support their practice including:

• Business transition financing program through National Bank of Canada
• Advocis
• Dell Canada discount
• Naviplan Software discount
• Lyreco office product discount program

Advisor advertising

Advertising is an effective way for advisors to communicate with clients and potential clients. Communication Services offers a number of ad templates and can also help Gold Key advisors create a custom Great-West ad for any line of business—from Individual Life, Quadrus and Investments, to Living Benefits and Selectpac.

Compliance support

A compliance review service helps advisors promote their financial security practice in their community and ensure their marketing materials and advertisements are compliant.