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Value-Based Education Matters to Advisors: Invest in Summer Training

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, education, knowledge bureau, Evelyn Jacks, Small Business, tax courses, ce credits, master financial advisor, financial services, entrepreneur, financial advice, leadership, business owners, leadership retreat, leadership course, training, credentials, CPA, Bank Report Card, holistic wealth planning, wealth management strategies

According to this year’s Report Card on Banks from Investment Executive, tax and financial advisors place significant value on professional education, and have increased job satisfaction when ongoing educational opportunities are provided to them by their employers. This comes as no surprise at a time when it’s becoming more important than ever to transition from transactional processes, to holistic advice- and relationship-driven practices.

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.

Small Businesses in Canada are Growing: Take the Leap into Entrepreneurship!

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , self-employed, knowledge bureau, Evelyn Jacks, Small Business, entrepreneur, CE summits, proprietorships, Executive Business Builder Program, business growth, Canadian conferences, starting a business, leadership development, leadership retreat, Executive Busisness Builder Retreat, Paynet, business debt

Despite trends leaning towards an increase in self-employment over the next few years, the current state of the economy has some Canadians questioning whether it’s the smart financial choice for them. According to a new report from Paynet’s Canadian Small Business Lending Index, the potential for private business growth is positive, making self-employment a smart choice for those considering taking the leap.

Is Self-Employment a Good Choice? Statistics Show It’s a Growing Sector

Posted: July 03, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, tax credits, self-employed, knowledge bureau, poll results, Evelyn Jacks, retirement planning, distinguished financial advisor, Canadian economy, tax deductions, entrepreneur, gig economy, flexible workforce, non-traditional workforce, independent contractors, hiring, financial risk, agile workforce

The way we work in Canada is changing: statistics show that 20 to 30 percent of the current workforce consists of “gig workers”: freelancers and other self-employed classifications. But that number will rise by 2020. Is it a good choice? Nearly 60 percent of last month’s poll respondents said “yes.”

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.

Work Stress Kills: Flexible Career Opportunities Benefit Pre-Retirees

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, self-employed, knowledge bureau, Evelyn Jacks, tax courses, master financial advisor, retirement income, bookkeeping courses, financial education, tax preparer, entrepreneur, tax careers, holistic wealth management, bookkeeping career, online, pre-retirees, work stress, health risks, Retirement services specialist, self-study

Demanding careers and workplace stress can lead to premature death in men with existing health issues, according to a new study, although women seem to fair better. It speaks to the need for financial advisors to sit down with their boomer clients and have a frank talk about how long to work if the couple is serious about living their dream retirement.