News

All items tagged with: {name}

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Posted: September 19, 2017 By : Knowledge Bureau
Posted in: Breaking News, Practice Management, Strategic Thinking, Current Issue , knowledge bureau, Evelyn Jacks, professional development, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Network, Executive Business Builders Program, career growth, business development, EBBP, future-proof careers

Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
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?

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.