Retention, growth, recruitment: TPI wraps up Summit series

Retention, growth, recruitment: TPI wraps up Summit series

More than 300 advisors and 30 preferred partners took part in the annual TPI Summit series, the host agency’s most-attended training and networking events of the year.

Summits took place in nine cities across Canada over 11 days in May. Sponsors included ********** and ********** Vacations, Allianz Global Assistance and Transat Holidays/Nolitours.

TPI’s main message was three-fold, said VP Tim Morgan:

  • Retention – Continuing to innovate for existing advisors with a focus on technology enhancements and tools.
  • Growth – Increasing margin, continuing shift to higher margin products, focus on FIT, cruise and luxury (Virtuoso and others). “We’re focused on working smarter, not harder,” said Morgan.
  • Focused Recruitment – Inviting only the top experienced advisors to join TPI, and only taking on the top new-to-the-industry advisors to TPI based on specific criteria around entrepreneurship and proven business acumen, said Morgan.






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