Gil
McGowan’s career in the financial services has touched on the
majority of products and services offered by insurance
companies, mutual fund companies, investment firms, banks and
credit unions.
Over
the past 30+ years he has worked with advisors and brokers
across Canada. He has traveled to every province, territory and
major city in Canada logging over 1,000 flights in the past
15 years. He has facilitated over 500 seminars and conferences.
Starting his career with Sun Life of Canada in 1980 he was given
the objective to write 100 life insurance applications per year.
While meeting this goal he began to prospect in the group market
during the day. Utilizing referrals, networking, telephone
campaigns and cold calling he placed over 90 new group plans
within 6 years.
His
career path moved to the mutual fund industry in the early 90’s
where he became President of Queensbury Strategies a MFDA dealer
in Toronto where he participated in building a scratch dealer to
50+ financial advisors in three years.
The
group market came calling again and he joined Mackenzie
Investments as Senior Vice President, National Sales where he
doubled the in force group retirement plans from 1800 to over
3500 in five years. Assets under management increased from $350
million to over $1 Billion in the same period.
As the
saying goes “You have been on both sides of the fence”. Gil’s
experience as an financial advisor / group broker for 18 years
coupled with his 16+ years of head office sales management make
him a very exciting and insightful speaker, motivator and
trainer.
His
topics include:
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Succeeding in the Group Market and Beyond
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Twenty Five steps to success in the Group Market
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The
Ferris Wheel Approach – Prospecting in the Group Market
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A.S.A.P. – Group Retirement made Simple
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At
the End of the Day you are Dealing with a Mass Audience of
One – Educating Employees
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OK
Pal tell me Something I don’t Already Know – Working with
Company Owners and Senior Management.
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Selling made easy with Acronyms
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Being successful in the Group Market – Successful Tips for
Account Executives