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All items tagged with: Kirk LaPointe

Fake News and Your Opportunity to Build Trust

Posted: November 07, 2017 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.

Combating Fake News & DIY Wealth Management Trends

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, wealth management, future-proof, fake news, post-truth, business development, leadership, innovative business, DIY financial management, DIY wealth management, financial tools online, relationship development, conference Kelowna, investment solutions, value proposition, Kirk LaPointe, Daniel Popescu

As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.