Marijuana in the Workplace: Complex Cases that May Dictate the Laws

By : Excerpted from Philippe Richer's blog Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, entrepreneur, leadership courses, Executive Business Builder Program, marijuana legalization, Business Builder Retreat, leadership issues, cannabis in canada, business law, legal education, employment law, Philippe Richer, TLR Law, Manitoba lawyer, Business Law course
Marijuana use may soon become a factor in the workplace but the issues aren’t all so black and white for employers who will have to address them. Here’s more from Philippe Richer about a complex leadership issue that will challenge you as marijuana legalization is looming.

Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Financial Advisor, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, digital age, ce credits, entrepreneur, financial conference, CE summits, artificial intelligence, wealth advisor, leadership courses, investors, leadership development, leadership retreat, Business Builder Retreat, holistic wealth management, business building, value-add, adding value, relationship managaement, A.I., Advanced Family Tax Preparation
A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.

People in the News – Aaron Robertson Loved DAC 2017

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, tax advisors, financial education, Quebec City, financial conferences Canadian conferences, networking events, Aaron Robertson, Alitis Investment Counsel
It’s time to register for the 2018 Distinguished Advisor Conference in Quebec City and make it your conference this year! Aaron Robertson from Alitis Investment Counsel was already thinking about making it his after last year’s event. Hear what he had to say and join us.

IMF Predicts Slowing Growth for Canada: What Can You Do About It?

By: Evelyn Jacks Posted in: Strategic Thinking, Real Wealth Management, Financial Literacy, DAC, knowledge bureau, interest rates, Evelyn Jacks, Small Business, debt and cash flow management, Canadian economy, wealth management, entrepreneur, online education, NAFTA, Canada's competitivementss, cross-border trade, US, Trump US tax, real estatte market, economic trenda
The IMF predicts that if Canada and the U.S. fail to reach agreement on NAFTA, Canada’s competitiveness could take a serious hit, resulting in a drop of 0.4 percentage points or more in GDP. Donald Trump’s tweets about Justin Trudeau could further dampen the outlook. But, astute financial advisors can help clients meet their goals in these difficult times by staying on course.

Marijuana Legalization Looming: Employers Seek Clarity on New Laws

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, entrepreneur, leadership courses, Executive Business Builder Program, marijuana legalization, Business Builder Retreat, leadership issues, cannabis in canada, business law, legal education, employment law, Philippe Richer, TLR Law, Manitoba lawyer, Business Law course
Tread lightly into new, uncharted territory: it’s good advice as marijuana legalization is set to occur on July 1, 2018. But many Canadian employers and their staff are still unclear about the legal implications. Now, we have some more answers from Manitoba lawyer Philippe Richer.

Advisors Uncertain About Their Future: Finding New Direction

Posted in: Strategic Thinking, knowledge bureau, succession planning, Evelyn Jacks, financial advisors, tax advisors, tax education, entrepreneur, artificial intelligence, Executive Business Builder Program, online education, Real Wealth Managers, leadership development, corporate culture, Business Builder Retreat, holistic wealth management, transitioning a business, Fundamentals of Succession Planning
A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?