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Investors Group

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Nicole Wareham

on 14 June 2013

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Transcript of Investors Group

Is the fastest growing se
Vital to the national ec
Dynamic, with ample c
rvice industry in
A COMPANY
ased on
An Organization
benefits
Rewards To Keep You Motivated
areer opportunities
individuals b
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
Explore a High-Potential Career Opportunity
Ermos Erotocritou
Regional Director
Investors Group Financial Services
CFP, CPCA
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
Explore a High Potential Career Opportunity
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
2
What Has Fueled the Growth in Financial Services?
EMPLOYEE/EMPLOYER RELATIONSHIP
GOVERNMENT SUPPORT
DEMOGRAPHICS
DEMOGRAPHICS
Eliminated mandatory retiremen
t
CPP – depends on contributions
Employee/Employer Relationship
Exp
Need has never been greater
Less than 38 % have pension
50% of those are contributory
OAS - residency requirement or claw back
Benefits fully taxed
A Company Grounded With Experience
Investors Group Inc.
85 years strong
120 financial planning center's across Canada
4600 Professional Financial Consultants*
$126 Billion in Assets under management through IGM
Publicly traded (TSX:IGM)
Majority owned by Power Financial Corporation
*Operating as Independent Contractors of Investors Group Financial Services Inc. and Les Services Investors Limitée in Quebec
Mutual Fund AUM
Dec 31st 2010 - $ Billions
The Advantage of Industry Leadership
Source – IFIC
* Including Mackenzie & Counsel
¹ Including Philips Hager North
An Organization
backed by a proven financial performer
LES SERVICE INVESTORS LIMITÉE
IG SECURITIES INC.
105
96
52
46
46
35
32
25
22
A Company Grounded With Experience
Investors Group Inc.

Mutual Funds
Segregated Funds*
Managed Asset Program
Tax Advantaged Funds*
RRSPs, RRIFs
RESPs
GICs, Annuities
Brokerage Services through Investors Group Securities Inc.
Life
Disability
Critical Illness
Long Term Care
Personal Health Care
Investments
Insurance*
MortgagesLoans, Lines of Credit**
Lending
Chequing, SavingsCredit Cards
Banking**
Group RRSP’s, DPSP’s
Pension Plans
Group Benefits
Small Business Services
A Product Shelf Designed for Diversity
World-Class Choices
* Insurance products and services are distributed by I.G. Insurance Services Inc., and in Quebec by Les Services Investors Limitée (a financial services firm). Insurance License sponsored by the Great-West Life Assurance Company. ** Banking products and services provided by the National Bank of Canada.
One Stop Shop
The Plan
A Career...
where you help people realize their dreams!
You design a financial plan that:
Meets their financial goals and objectives
Fits their comfort level with risk
Provides diversity and balance
You provide a complete service using the “Six Disciplines of financial planning”
TAX PLANNING
ESTATE
PLANNING
INSURANCE
PLANNING
RETIREMENT
PLANNING
INVESTMENT
PLANNING
CASH
MANAGEMENT
You provide access to a wide range
of financial services products
Investments
Insurance
Banking
Brokerage
Lending
Mortgages
Ongoing Support To Keep You Competitive
What Draws Individuals to our Industry
Income Potential – Are you being paid what you’re worth?
Control
What Draws Individuals to our Industry?
$250 exam barrier of entry into industry
$108,000 average income
$255,000 average for 10 year +
Balance

who what it takes
Desire to help people
Ambition & Determination
Committed to continuous professional
and personal development
Entrepreneurial skills
Self-disciplined
A desire to succeed
Customized programs and seminars that deliver the knowledge and skills you need to become successful
Trained by experienced professionals People who have been where you are now
Business Development Part 1 – Paid Training Includes
Financial Planning Process
Asset Allocation
Business Management
Standards and Compliance
Financial Planning Tools
Marketing
Product Knowledge
Networking
Prospecting
Business Planning
Client Servicing
Relationship Building
Professional Development
Training Designed to Create...
Training Designed to Create...
Business Development Part 1 – Paid Training includes
3 weeks – Classroom sessions, seminars, case-work and self-study programs 1 week – Focus week – improve marketing skills 1 week – In the field with your mentor – 5 joint appointments 1 week – Area training – Extensive Head office training
Field Development
90 days – in the field with Division Director/Certified Field Trainer
Ongoing Training
Mondays – Business Development
Thursday – Insurance/Mortgage/Securities Training
Weekly – Division Meetings
Full Time Manager
OCS
One Card System
Our Management Team (2 promoted to Regional Director)
Ermos Erotocritou CFP, CPCA Regional Director
Timothy Szeto CFP, CLU, CHS
Oto Abbatangelo
CFP, BA, CPCA
Rob Zeltzer
BComm
Akashdeep Singh
MSc (Econ), BBA
Richard Cui
B.A.
(Finance & Economics)
Mohamad Sawwaf
Hon. BSc. CPCA
Andrew Stulberg
CPCA
Our Specialist Team
Jack Courtney
BA, LLB, CFP, TEP
AVP,-Advanced Financial
Planning Support
Sashi Chitharanjan
M.A.,CFP,CLU,
ChFC,RHU,EPC
Insurance Specialist
Marcus Christensen
CFP, Field Trainer
Andrew Lekas
Mortgage/
Banking Specialist
Beatrix Berczi BComm,
CFPField Trainer
Bill Chornous, CFA
Vice-President &
Investment Strategist
David O’Laughlin
CFP, Field Trainer
James Ortiz-Luis, CFA
Securities Specialist
Your Financial Planning Plan
CLIENT
YOUR
CLIENT
YOUR
ACCOUNT
BANKING
SPECIALIST
Andrew Lekas
Sun Life
Canada Life
Manulife
GreatWest Life
INSURANCE
SPECIALIST
Sashi
Ermos Erotocritou
Senior Financial
Consultant
CFP, CSA
LONG TERM
CARE SPECIALIST
LIVING BENEFITS
SPECIALIST
Vanessa Funtera
SECURITIES
SPECIALIST
James Ortiz-Luis
PROFESSIONALS
NETWORK
(Accountant)
SOLUTIONS
BANKING
No Fee Banking

Debt Management

Credit Management

Investors Group
MacKenzie
AGF
Fidelity
Franklin - Templeton
Beutel Goodman
Bissett Asset Mgmt
Waddell Read
Goldman Sachs
FUND MANAGER
ADVANCED
FINANCIAL
PLANNING
ESTATE
PLANNING
TAX
PLANNING
IG ADVANTAGE
TECHNICAL
SUPPORT
Access to the office 24/7
Boardrooms
Client meeting rooms
Work stations – work on plans
Full time receptionist
Monthly seminars – Paid by managers
Computer workshops
Own website
Rewards To Keep You Motivated
The ability to reach your personal income goals
Rewards for your efforts, effectiveness and experience
Commission
New consultant performance bonus
Asset retention bonus (Trailers)
Asset retention premium*
High performance premium*
Recognition for your contributions
Campaigns Conferences*Awards*
Benefit credits*
Practice credits*
Support and rewards that grow with your practice
…and access to the benefits you’d expect from a leading Canadian Corporation
Insurance
life
disability
home and auto
professional liability
Comprehensive Health Care
& Group Benefits
medical
dental
vision care
Mortgage discounts
Share ownership plan
Assured value program -
#1 challenge of established business
REGIONAL DIRECTOR
DIVISION DIRECTOR
FIELD TRAINER
Sr. EXECUTIVE
FINANCIAL
CONSULTANT
EXECUTIVE FINANCIAL
CONSULTANT
SENIOR FINANCIAL
CONSULTANT
FINANCIAL CONSULTANT
CONSULTANT
What's the
INVESTORS GROUP
BIG BANKS - RBC
BMO BANKS - BMO
BIG BANKS - TD
EDWARD JONES
IBM
Apple
CONSULTANT PROFILE
What makes
Investors Group
stand above the competition?
Experience
Proven market leader for 85 years
Breadth – Big and Blue Chip
A member of the Power Financial Corporation Group of Companies
Support
Unmatched in the industry
Values
Integrity, quality, responsiveness
We benefit from a rich heritage and the efforts and successes of our predecessors.
“If I have seen further it is by standing on the shoulders of giants"
- Sir Isaac Newton
Third Party Testimonials
Morning Star...Investors Group’s performance during these difficult time “remarkable”
Globe & Mail…In the hard-hit financial services sector, Investors Group has suffered the least damage
BMO Capital Markets…Large operators, such as IGM should also weather the current industry difficulties and emerge in a stronger position
“It’s more to do with the “consultant” force that they have out there and how good a job that they are doing in terms of reassuring their investors. Investors Group is one of the better performing fund companies. They have a network of “consultants” that constantly sit in front of their clients talking about this stuff and that goes a long way”
David O’Leary, Morning Star
Mutual Fund Redemption Rates
Redemption Rate on Long Term Mutual Funds
(Last Twelve Month Trailing % of Average Assets Under Management)
17.5% at June 30, 2009
7.5% at June 30, 2009
Explore a High Potential Career Opportunity
Integrity . Quality . Response
There has never been a better time to be with
North America
91% advice seekers (majority of wealth)
Industry
an
di
n
g
A Career...
What Draws Individuals to our Industry
An Individual..
has
Ongoing Support To Keep You Competitive
What Draws Individuals to our Industry?
Consultants are paid (up to $6,500) to be trained
Our Hiring Process
Everyone comes to a career information session – Consistent message
Referrals

Applied
Sourced
Attendees YTD = 943
DD Interview = 278
RD Interview = 136
Hires = 30
Average 1 per DD per quarter
Online P.O.P. Questionnaire
Structured Interview
Market Assessment
Final Interview
Conditional Acceptance
Letter
BUSINESS DEVELOPMENT 1 – FIELD DEVELOPMENT PROGRAM
Conditional upon:
IFIC or CSC, not both
References
4,500 Consultants Key
Characteristics
72 hour active link
Our Screening Process...
Corporate educational sessions
Public seminars – many topics
Calling individuals
TAD client events – previously mentioned
Door knocking
Booths – Trade shows, malls etc
Networking with professionals
Surveys Introduction dinners
Referrals – IG pays for prizes
Community involvement – Church, mosque etc
Day to day interaction with people
Charities Sports teams
Clubs, associations, boards etc
Friends and family
COMMUNITY EVENTS
Charity Auctions
Charity Softball Tournaments
Christmas Angels Parties
Community Gardens
Daycare Playgrounds
Flu Shot Clinics
Food Bank Barbeques
Holiday Meals
Local Heroes
Public Service Announcements
Stuffed Toy Gifts
Talent Shows
Toy Drives
FINANCIAL THEMED EVENTS
Divorce Seminar Finances

High School Personal Finance Courses

Marriage Seminar Finances

Partnered Seminars

Pay Yourself First Seminars

Personal Financing for Entrepreneurs

Seminars

Planned Giving Seminars

Student Investment Challenges
LIFESTYLE/LEISURE EVENTS
Art Exhibits

Calendars

Car Cleaning Kits

Client Milestone Birthday Bashes

Cooking Classes

Craft Ornament Gifts

Family Pool Parties

Family Skating Parties

Fitness Programs
Catch?
APPOINTMENT – ONGOING MENTORING
How Does IG Help Me Find Clients?
Proven Methods That Work
Lifestyle/Leisure Events continued...
Gardening Clinics
Holiday Cards
Holiday Jewelry Fashion Shows
Home Improvement Clinics
Kids Camp Days
Lawn Care Clinics
Lawn Care Services
Movie Premieres
Music Launch Parties
Personal Shopper Nights
Renovation Weekend Draws
Salsa Dancing Lessons
Seed Packages
Sleigh Rides
Snow Services
Suitcase Parties
Travel Dinner Shows

Sporting Events
Animal Skins Games
Curling Clinics
Fishing Seminars
Fitted Golf Clubs
Go-Kart Challenges
Golf Pro Clinics
Golf Swing Clinics
Golf Tips Mail Outs
Golf Tournament Dinners

High School Sports Scholarship Awards
Hunting Safety Courses
Motorcycle Skills Clinics
“Play it Again” Sheets for Local Curlers
RS Season Super Bowls
Snowmobile Tour Weekends
Sports Team Sponsorship Banquets
Team Photos for Local Sports Leagues
Tennis Clinics

BUSINESS PRACTICE MARKETING TIPS
Career Counselors
Client Segments
Seminars
Feedback Methods
Four Deadly Phone Habits
Managing Your Money Articles
Marketing Planner Brochures
Matching Gift Program
Net Catalog
Client Appreciation
Phone Skills
Picture Perfect Portraits
Prospect Packages
Prospect Pictures
Prospect Triggers


Select Services
Seminar Follow-Up Cards
Special Report Binders
Success Triggers
Thank You Cards
Unique Niches
Tools
Newsletters
PFR Appraisals

REFERRALS AND NETWORKING TIPS
Comment Cards
Concert Tickets
Eleven Questions that Generate Referrals
Entrepreneurs and Business Leaders Breakfasts
Important Dates
Movie Gift Certificates
Old Cars
“One Plus One” Luxury Boxes
Persons of Influence Strategies
Podium Do’s and Don’t’s
Professional Networking Groups
Scripts for Referral Follow-Ups
Six Ways to Work the Room
Three Step Referral Program

onomy
Investors Group


THAT
AN INDUSTRY
Recognizes and rewardS business results
Is an industry leader
People-focused
Financially rewarding
Challenging and changing every day
A CAREER THAT
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
I N T E G R I T Y . Q U A L I T Y . R E S P O N S I V E N E S S
Full transcript