Prospecting for Growth: Finding New Clients and Building the Right Team

How do advisors grow when prospective clients are increasingly influenced by market headlines, emotional biases and financial uncertainty? At the 2026 Acuity Conference for Distinguished Advisors (DAC), April-Lynn Levitt, BCom., CFP, will explore how behavioural finance can help professionals approach prospecting differently in Prospecting: New Clients, New Team, sponsored by Gold Sponsor The Personal Coach. Register by the September 30 early-bird deadline to join us at the beautiful Delta Victoria Ocean Pointe Resort in Victoria, BC this November!

Prospecting in a Changing Environment: Prospective clients do not arrive with financial circumstances alone. “Headline risk,” existing beliefs, the tendency to follow the herd, sudden inheritances and financial stress can all influence the decisions they make. Levitt’s session will examine these emotional biases and vulnerabilities and how advisors can recognize them when developing relationships with new prospects.

Building Trust with New Clients: Understanding what drives financial behaviour can help advisors move beyond a transactional approach to prospecting. The session will explore how behavioural insights can support better conversations, establish trust and help advisors demonstrate their value to prospective clients navigating complex financial decisions.

Knowledge Bureau is pleased to recognize The Personal Coach as Gold Sponsor and sponsor of April-Lynn Levitt’s Prospecting: New Clients, New Team session at the 2026 Acuity Conference for Distinguished Advisors.

Join Us in Victoria: The 2026 Acuity Conference for Distinguished Advisors takes place November 22–24 in Victoria, B.C., bringing together leading professionals from across Canada for three days of advanced professional development, strategic networking and new perspectives on the issues reshaping advice. Delegates can earn up to 20 CE/CPD credits.

Pre-Conference Events:  November 21

Conference Opening Events & Speakers: November 22

Speakers on Day 1: November 23

• Evelyn Jacks: The North Star – Navigating Fundamental Transformation
• David Wahl: The Global Picture – Critical Anchors for Strategic Resilience
• Brayden Dueck: In Canada – Principled, Turmoil Busting Portfolios
• Mark Taucar & Nicolas Johnson: Alternatives – Investing for the Crisis to Come
• Christina Fazio: RAPID FIRE PD – Strategic Networking Bingo Brunch & Mimosa Brunch
• Panel Moderated by Christine Logan: The AI Hybrid – Who Will KYC?
• Daniel Dessureault and Melanie Zimmerman: Insurance Planning – New Risks, New Wants, New Directions
• Kevin Press: Revocable Trust – Our Place in a Cynical World
• Alexandra McQueen: Education for New Futures
• Kim GC Moody & Curtis Scoville: Legacy Planning: Construct, Distribute, Reconstruct

Day 2:  November 24

• Dan Kelly: The Entrepreneurial Drought Meets the Succession Cliff
• Larry Frostiak: Intergenerational Wealth Transfer and Estate Planning
• Dr. Dean Smith: Cross-Border Tax Planning for Owner-Managers
• Erin Roy, Jack Groucott & Liz da Mata - Caregiving Complexity & The Advisor's Role
• Christina Fazio: RAPID FIRE PD & Mimosa Lunch
• Chantal Thomas: Strategic Philanthropy: Correcting the Giving Deficit
• Michael Van Lierop: Leadership - Guiding in a New Direction
• Conference Close

Visit the Official Conference site to check out the detailed agenda and register by the September 30 early-bird deadline!

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