BUSINESS DEVELOPMENT

The Business Development team is focused on the pursuit of strategic opportunities for Advocis by cultivating partnerships and by identifying new markets or prospects for our products and services.

Partnerships

We are pleased to have onboarded Longevity Achieved, Best Doctors and Greatway Financial to new national partnerships through our Corporate Partner Program in 2022.

The Business Development team successfully refined The Advocis contract renewal process, resulting in a streamlined Advocis Chapter Sponsorship package procedure. This made for an easier decision-making process for Corporate Partners on which chapters to support across the country.

We also started discussions in 2022 about partnerships with FinTech partners to provide advisors with information on the latest tech tools for their practice.

Consultations

49 consultation meetings occurred in 2022 regarding education and memberships, resulting in 55 new membership applications and 1 CLU registration.

Virtual meetings with members were also conducted throughout the year to assist them in understanding their membership, member benefits and education pathways through Advocis programs.

Events

Maintaining visibility for Advocis was a key focus for our team as we attended 18 in-person National, Chapter, and Corporate Partner events throughout the year. This resulted in more than 100 escalated queries through emails, calls, or meetings.

Diversity, Inclusion,Belonging & Equity (DIBE) Strategy

We worked with consultant Dean Delpeache of Strasity Inc., to continue development of our foundational DIBE strategy for employees, leadership, and membership.

The DIBE Strategy and related initiatives will be rolled out through the DIBE Committee managed by the Chapter Leadership Committee (CLC) in 2023.

Advocis Book Club

The Advocis Book Club was started in 2021 by the Business Development team to create a new community exclusively for Advocis members during the height of the COVID-19 pandemic. With 417 members by the end of 2022, the Book Club is managed by PBC Guru, with all discussions held virtually in a private online forum where members can connect to discuss the current book (business-related titles that are a good match for our financial advisor community) and network with each other.