All items tagged with: Financial Advisor
Posted in: Strategic Thinking , Financial Advisor, investment, poll results, relationship management, risk management, poll, risk assessment, year-end investing, communication strategies, investment advisor
The markets have been experiencing more volatility lately and Knowledge Bureau Report’s October poll has uncovered an important opportunity for wealth advisors within the fray. The majority, 89.01 percent of respondants, told us that Canadians don’t understand their capacity for risk-taking – which is measurable - and this affects their level of risk tolerance when markets fluctuate.
Posted in: Strategic Thinking , master financial advisor, distinguished financial advisor, grads in the news, designates, Gradudate, Graduates, Delegates, Frank Arnold, Planning with Trusts
Frank Arnold of Woodville, Ontario completed Knowledge Bureau’s Use of Trusts in Tax and Estate Planning course while pursuing his Master Financial Advisor - Retirement and Succession Services Specialist credentials. He explained why lifelong learning is essential in the tax and financial services: “I feel that learning never really ends. Rules and legislative changes are created constantly, therefore, giving up on learning means giving up on valuable expertise.”
Posted in: Strategic Thinking , tax services specialist, distinguished financial advisor, DFA, Graduates in the news, grads in the news, Nancy Folliott, designates, students, Wayne Blackmere, Death of a Taxpayer
“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, Small Business, distinguished advisor conference, women in business, entrepreneur, leadership, proprietorship, business owner, female business leaders, women in financial services, Canadian Summit for Women in Financial Planning, Business Buider Retreat, women-owned enterprises
The financial services industry has traditionally been male dominated, but a shift has started to occur, with more emphasis placed upon supporting female growth in this field. Also important, is a new Statistics Canada Report which notes that women-owned service industry businesses are experiencing higher growth rates than those owned by men, which bodes well for female leaders in the tax and financial services.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients. His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, bookkeeping course, distinguished financial advisor, financial education, DFA, bookkeeping services specialist, Graduates in the news, Nancy Folliott, Knowledge Bureau graduates, Connie Zhu
"When it comes to education, we are all looking for something different. Knowledge Bureau offers that variety”, states Connie Zhu, of Richmond, BC.