"I had the opportunity to attend the Distinguished Advisor Conference™ recently in Tucson, Arizona hosted by Evelyn Jacks and The Knowledge Bureau. This was the 3rd conference I've attended put on by the Knowledge Bureau. I also plan to attend again next year where the topic is "Focus on the Family". This conference is top notch, not only providing timely and relevant information, but motivated and dynamic speakers. It is also clear that great attention to detail is taken when selecting a location for maximum enjoyment and impact. If you're looking to top grade yourself or your staff I highly recommend both the Distinguished Advisor Conference™ and the courses that Evelyn has to offer through the Knowledge Bureau."
Susan L. Misner, B.A. (Econ),
Wealth Management Consultant, Manager Business Development
Spiring Private Wealth Management Group, Wellington West Capital Inc.
What Did You Like Best About DAC 2009?
"I would recommend this conference. . .It's simply brilliant."
Jarrett Zielinski,
Valley of the Sun LP
"The topics were so great, I couldn't get up to go to the bathroom for fear of missing something!"
Maria Kent,
Portfolio Strategies Corporation
"All three days were great!"
Ellie Jenner,
Investor's Group
"I liked how well organized and very well delivered each topic was. Very Informative."
Donna Schneider,
IA, Wellington West
"Great Insight, Great Themes~Just Great, Excellent Speakers! I increased my knowledge, met lots of new people. I would definitely recommend DAC."
Siegfried Merten,
Merten Financial
"Great opportunity for team building."
Karen McIvor,
IA, BMO Nesbitt Burns
"Best of the three I have attended. Location was great! Highly recommend."
Ron White
Scotia Capital
"So much excellent information! Loved the enthusiasm and deep knowledge base of presenters."
Diane Elliott,
Millennium Tax Services
"I had the pleasure of speaking at the Knowledge Bureau's conference in Tuscon Arizona. The conference was first class all the way, from Evelyn's phenomenal staff to the participants from Canada who are some of the brightest and nicest people you can find. The 3 day conference was full of networking, learning and business opportunities. I am looking forward to this company growing fast and including both advisors in Canada and the U.S. at the next conference."
Chad Coe,
COE Financial Group
"Most valuable idea: leadership and career management potential. . .very well rounded; economic outlook was excellent."
Terri Eriksen-Parker,
BMO Nesbitt Burns
"Good technical information and great speakers and styles. Casual and relaxing!"
Robin Taub, Robin,
Taub Financial Coaching
"I would definitely recommend this conference. Three key takeaways: use a team, be a leader and be enthusiastic."
Sandra Erb,
Sandra Erb Financial
"Teamwork is essential, values and passions should be part of business planning, technical sessions gave insight. Excellent presentations; very well planned.
John Dauphinee,
John A. Dauphinee Controllership
"Incredibly good speakers. Very approachable and willing to discuss the topics outside of the sessions. Very informative with 'to the moment' information."
Mary Madsen,
Madsen Business Services
"Highly informative and great networking opportunities."
Vicky Anderson,
Tax to Go 2000 Ltd.
"Excellent Content!"
Irene Beilstein,
U & I Do Books
"The location was awesome! Valuable validation: ethics, honesty and empathy are still a valuable commodity."
Marion Truax,
Truax Office Services