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All items tagged with: Business Builder Retreat

Solving the Unethical Advisor Dilemma: Higher Standards for Education Credentials Needed

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Distinguished Practices , education, Financial Advisor, compliance, knowledge bureau, Evelyn Jacks, Canadian Securities Administrators, tax courses, tax education, poll, CSA, Know Your Client, regulation, KYC, Know Your Product, KYP, education credentials, credentials for financial advisors, Rel Wealth Management, Distinguished advisor Conference Business Builder Retreat

The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!

Despite Obstacles, Canada’s Growing Labour Force Points to Strong Economy

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, self-employed, knowledge bureau, interest rates, Bank of canada, Evelyn Jacks, tax courses, distinguished financial advisor, Canadian economy, financial education, entrepreneur, Executive Business Builder Program, Business Builder Retreat, labour force, job market, unemployment rate, stephen Polaz, debt and cash flow, business owner

Despite all the doom and gloom reported lately, Canada’s economy is actually growing. All signs point to an increase in Bank of Canada rates later today, as a new Labour Force Study from Statistics Canada indicates that for the month of June, the country’s labour force increased with the creation of 31,800 new jobs. The report also cites increasing self-employment levels.

Surviving Market Volatility: Advisors Must Manage Clients’ Emotions

Posted: July 03, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, knowledge bureau, relationship management, financial advisors, wealth managers, financial education, CE summits, Executive Business Builder Program, online courses, Business Builder Retreat, holistic wealth management, client-centric strategies, fifnancial advisor studies, future of wealth management, evelyn Jcks

Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.

Business Builder Retreat: Find Balance for More Effective Leadership

Posted: July 03, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , self-employed, knowledge bureau, Evelyn Jacks, distinguished advisor conference, entrepreneur, business development, leadership, goal setting, work-life balance, leadership retreat, Executive Business Builder Retreat, executive, self-care

Having trouble relaxing on your summer vacation? You’re not alone. Two-thirds of Canadians work more than 45 hours a week. Of these individuals, only 23 percent are satisfied with their quality of life, which hinges on work-life balance. It’s also widely accepted that entrepreneurs and business owners work significantly more than the average worker – and that can negatively impact effective leadership and corporate culture when self-care isn’t a priority.

Young Advisors: The Millennial Market Rocks Retirement Planning

Posted: June 26, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , DAC, High net worth relationship management, knowledge bureau, Evelyn Jacks, retirement planning, retirement income, wealth management, Millennials, Executive Business Builder Program, Business Builder Retreat, Young Advisor Award, J.D.Power Study. clients for advisors

Are Millennials really that unmotivated, and underperforming? Not according to an important new study. In fact, it turns out that Millennials may be ahead of their parents when it comes to retirement planning, an important trend for young tax and financial advisors looking to build their practices with peer group clients.

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

Posted: June 19, 2018 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.