Days
Hours
Minutes
Seconds
5X Your Business
Through Financial Leadership & Futurization
Through Financial Leadership & Futurization
These are concerning times, comprised of financial challenges and crises for financial leaders, lenders, and thinkers.
Future-proof your business and care for clients through the Financial Life Professional™ Program.
Attend the QuickStart ONE DAY FLP Certification Day so you can:
- Preserve and protect the business you have
- Generate more repeat business and referrals
- Create more value for your clients and build a book of business
IVEY DONALD K. JOHNSON CENTRE
Earn the highly coveted Financial Life Professional™ Certification and join the NEW conversation about money, mortgages, real estate and Financial Life™ planning through innovative thinking and tools.
Discover your potential, enhance client rapport, and drive unparalleled growth in your business.
FLP QuickStart™ is ideal for:
Retiring Financial Planners & Investment Advisors
Elevate your advisory expertise and integrate comprehensive life-centered Financial Life™ advice into your practice.
Mortgage Agents & Brokers
Enhance your client services by offering personalized Financial Life™ Planning advice.
Insurance Agents & Real Estate Professionals
Compliment your advisory with insightful Financial Life™ Planning
Lawyers & Estate Planners
Offer your clients a wider array of services with advanced Financial Life™ Planning skills.
Tax Planners & Preparers
Improve engagement and retention by incorporating holistic Financial Life™ Planning into your business model.
Aspiring Career Changers
Equip yourself with a broad spectrum of advisory skills as you transition into the Financial Life™ Industry.
Promises of FLP QuickStart™ include:
- Generate a 2X Professional & Personal Skills Enhancement: Learn the new skill set for the future model of financial leadership, increasing your personal and professional prowess, profit and production.
- Learn The Strategy to 5X Client Relationships: Gain mastery with new interactive models, designed to engage and fortify client-trust so to scale your business with repeat and referral business.
- Deploy The Playbook to 10X Your Business: Harness the power of enhancing your reputation to drive more repeat business and increase recurring revenues. By engaging more deeply with your clients, you can significantly amplify your business's revenues for a potential exit strategy in 2, 5, or 8 years.
Leading FLP QuickStart™ is Richard Dolan
Richard is the lead author of The Financial Life Professional™ Curricula, and Chief Academic Officer for The Institute of Financial Life Professionals.
Richard is a visiting professor (ret.) of Schulich School of Business (Executive Development division), and has authored and led certificate programs such as Marketing & Selling Wealth
Management Services and Certified Wealth Management.
Richard is an international best selling author with published works including wealth, real estate, business management and leadership titles ranging from Performance: Decoding Human Excellence Through Sports Psychology, Wealth Mastery, The Invincible Investor, The Authentic Advisor, Life Performance, The US Real Estate Buying Guide for Canadians, and Life Rich Real Estate to name a few.
Richard maintains professional prowess and leverage in the following research areas:
- Creative Destruction
- Positive & Sport Psychology
- Behavioural Finance
- Happiness Economics
- Investor Resilience
History
Richard has led programs, workshops, and certificate curricula since 1991 and has done so for some of the world’s largest banks, institutions, insurance companies, wealth management firms and investment banking groups. His clients in those industries include ING, HSBC, CIBC, RBC, Scotiabank, TD Bank, Citibank. Societe Generale and BNP Paribas to name a few.
Thought Leadership
Richard conceived and published his own Urban Financial Life Philosophy aimed at shifting
people’s relationship with money, wealth and worth. Richard’s work is presented as Financial
Life Psychology within the FLP™ program and academic tracks including The MORE Curricula
and The Introduction Series.
Tickets for FLP QuickStart™
featuring Richard Dolan are Available Now
Attend this workshop led personally by Richard, and learn firsthand the skills he mastered to grow and build numerous businesses.
$1,499.00
Admission Includes:
- Client Resources
- Professional Resources
- Workbooks
- Padfolio
- Lunch Voucher, Snacks & Coffee Throughout the Day
BONUS
12 months Access Pass to
RICH U for Weekly Mentorship
with Richard Dolan ($1,200 Value)
Event Agenda
Below you’ll find Important information about the event such as the schedule, times, hotel and travel, and info about the amenities around you.
Tuesday, January 21st
Ivey Donald K. Johnson Centre
Located at 130 King Street West, Exchange Tower Toronto, ON M5X 1A9
8:00 AM – 9:00 AM
Arrival and Registration
9:00 AM – 9:30 AM
Opening Session – Embarking on Financial Life Mastery
9:30 AM – 10:30 AM
Module 1 – The Principles of Financial Life
10:30 AM – 11:30 AM
Module 2 – Ideation: Innovating Financial Visions
11:30 AM – 12:30 PM
Module 3 – Profile: The Financial Life Quotient
12:30 PM – 1:30 PM
Networking Luncheon. Connect and share insights
1:30 PM – 2:30 PM
Module 4 – Plan: Crafting Personalized Financial Life Strategies
2:30 PM – 3:15 PM
Module 5 – Prepare: Preparing for Financial Prosperity
3:15pm – 3:30pm:
Mid-Afternoon Break
3:30 PM – 4:30 PM
Module 6 – Partner: Cultivating Client Collaboration
4:30 PM – 5:30 PM
Module 7 – Prosper: Realizing Financial Ambitions
5:30 PM – 6:00 PM
Closing Remarks – The Path to Certification
*agenda sessions and times subject to change
FLP QuickStart™ Venue
A Hub of Innovation in Toronto, Ontario
Experience the dynamic energy of IVEY DONALD K. JOHNSON CENTRE, located at 130 King Street West, Exchange Tower, Toronto, ON M5X 1A9. This premier venue embodies sophistication and forward-thinking, offering a space where innovation thrives. On January 21, 2025, join us for an event that promises to transform your professional journey.
A Day to Remember: With its state-of-the-art facilities, the Ivey Donald K. Johnson Centre will serve as the catalyst for your journey towards mastery. From the first handshake to the final applause, your experience at the FLP QuickStart Event will be as transformative as the knowledge you’ll gain.
Energize Your Expertise: The Ivey Donald K. Johnson Centre isn’t just a venue; it’s a crossroads of creativity and commerce, where forward-thinkers and industry leaders converge. Nestled in the heart of Toronto’s dynamic business district, it provides the perfect backdrop for an event as innovative as the field of financial life planning itself.
For more information contact
Additional Information
Nearest airports:
Toronto Pearson International Airport (YYZ)
Approximately 22 km
Other useful information:
Vaughan Mills Shopping Centre
Over 200 retail outlets and eateries for a delightful shopping experience just around the corner.
PATH (Underground Transit System)
Convenient access from Union Station and throughout downtown Toronto.
Complimentary Parking
Enjoy the convenience of free parking available on-site for all FLP QuickStart™ Event attendees.
Dining Delights:
Within Venue:
Ivey Donald K. Johnson Centre
has a variety of dining options within the complex.
Outside Venue:
The Keg Steakhouse & Bar
Located a short distance from the Ivey Donald K. Johnson Centre, offering a range of steakhouse options in a cozy setting.
165 York St, Toronto, ON M5R 1C4, Canada
Phone number: +1 416-595-8810
Aloette
A French-inspired restaurant known for its creative and modern take on classic French dishes.
163 Spadina Ave, Toronto, ON M5V 2L6, Canada
Phone number: +1 416-504-0331
Other accommodations nearby:
The Fairmont Royal York HotelThe Fairmont Royal York Hotel
(Approximately 5 minutes away)
100 Front St W, Toronto, ON M5J 1E3, Canada
Phone number: +1 416-368-2511
The Ritz-Carlton, Toronto
(Approximately 10 minutes away)
181 Wellington St W, Toronto, ON M5V 3G7, Canada
Phone number: +1 416-585-2500
