All items tagged with: financial advisors
Posted in: Strategic Thinking, Current Issue , knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, financial conference, conference for financial advisors, finance events, FinCon, 2017 finance conference, Canadian conference, tax conference
Plus, find out who the lucky winners are to the DAC trivia contest!
Posted in: Strategic Thinking , self-employed, knowledge bureau, tax returns, relationship management, Evelyn Jacks, income tax, retirement planning, distinguished advisor conference, financial advisors, wealth management, tax education, financial education, tax reform, entrepreneur, post-secondary education, CE summits, artificial intelligence, AI, industries, iron and ore, Malcolm McRae, tax planners, family wealth, intergenerational issues, job elimination, obsolete jobs, severance packages
From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business
As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?
Posted in: Strategic Thinking , knowledge bureau, relationship management, Evelyn Jacks, financial advisors, Canadian economy, financial services, financial education, tax reform, client perspective, economic threats, financial trends, tax professionals, foundational leadership, professional development, entrepreneur, financial conference, conference for financial advisors, portfolio management, Dr. Michael Graham, Dan Collison, The Investor's Group, Schulich School of Business, post-secondary education
What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?
Posted in: Your Professional Development, Investment & Retirement, Tax Planning , tax planning for financial advisors
Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, financial advisors, wealth managers, tax advisors
Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.