Innovate or Die: How “Leadapreneurs” Are Transforming Economies

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance:  you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.

LAST WEEK TO REGISTER:  CE Summits Dig Deep into Tax Reforms

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Tax, Financial Planning, CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, financial education, tax preparers, tax professionals, small business taxation, year-end planning, financial workshops
The consultations for the 2018 federal budget are officially underway today; yet advisors working with small business owners are yet to decipher the difficult proposals for private corporations to advise on appropriate actions before the end of the year.   Don’t miss the opportunity to expand your knowledge with top experts at the CE Summits, visiting four Canadian cities from November 21 to 28, 2017.

Help Us with Our Agenda for DAC 2018 In Quebec City!

By : Knowledge Bureau Staff Posted in: Strategic Thinking, DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, financial education, innovative thinking, financial conferences, Canadian conferences, tax professional advisors, Quebec City travel
Speakers with topic proposals, sponsors and delegates:  please contact us now.  Knowledge Bureau is pleased to announce that the 2018 Distinguished Advisor Conference will be held in beautiful, historical Quebec City from November 11 to 14, 2018. Early registration offers now available will provide the best tuition savings. The theme for 2018 is “The Changing Face of Community: Collaboration with Impact.”

Fake News and Your Opportunity to Build Trust

By : Knowledge Bureau Staff Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, tax professionals, fake news, value proposition, Kirk LaPointe, financial planners
Trust. Fake news. Instability.  These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.

Kelowna Is Host City to Top Financial Speakers and Advisors

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Kelowna Is Host City to Top Financial Speakers and Advisors. Twenty-Five Exceptional Financial Speakers at 2017 Distinguished Advisor Conference.

Seven Business Disruptors That Require a Leader’s Attention

By: Evelyn Jacks Posted in: Strategic Thinking, knowledge bureau, Evelyn Jacks, financial advisors, wealth management, financial services, entrepreneur, thought leadership, business development, leadership tips, tips for entrepreneurs, small business owners, developing your business, authentic leadership, inspiring leadership, future-proof business, influential leadership, business growth, inspiration, disruptors, business leadership, culture, continuity, disruption, change management, aspiration
Leadership matters, especially when you consider all the disruptions that appear at your business doorstep every day.  How to survive them?  Lean into them!  In fact, there are seven key disruptors you must address immediately with your team if you are concerned about successfully growing your business to the next level.