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All items tagged with: innovative thinking

Innovate or Die: How “Leadapreneurs” Are Transforming Economies

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors

In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance:  you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.

Help Us with Our Agenda for DAC 2018 In Quebec City!

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, financial education, innovative thinking, financial conferences, Canadian conferences, tax professional advisors, Quebec City travel

Speakers with topic proposals, sponsors and delegates:  please contact us now.  Knowledge Bureau is pleased to announce that the 2018 Distinguished Advisor Conference will be held in beautiful, historical Quebec City from November 11 to 14, 2018. Early registration offers now available will provide the best tuition savings. The theme for 2018 is “The Changing Face of Community: Collaboration with Impact.”

Greatness in Leadership on the Executive Business Builders Network

Posted: October 24, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, tax courses, financial education, entrepreneur, innovative thinking, thought leadership, Executive Business Builder Program, authentic leadership, future-proof business, Knowledge Bureau Designation Programs, business builders, Shakespeare quote, greatness, LinkedIn group

As Shakespeare said in Twelfth Night, “Some are born great, some achieve greatness, and others have greatness thrust upon them.” In establishing your new value proposition and leadership challenges in a growing business climate, which of these applies to your great potential?

Proactively Addressing Change in the Financial Services Industry

Posted: October 10, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, investments, knowledge bureau, Evelyn Jacks, distinguished advisor conference, paul bates, financial services, financial education, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, business development, leadership, wealth manager, insurance advisor, insurance broker, Todd Hynes, ivari, insurance benefits, insurance options

It’s undeniable that the financial advisory and insurance industries will face dramatic changes in the upcoming weeks, months and years. Two distinguished speakers at this year’s Distinguished Advisor Conference (DAC) in Kelowna, November 5 – 8, will challenge you to think about two key issues:  people matter in a contentious world and the prescriptive sales process just doesn’t work anymore.

Weekly Thought Provoker: Using Robo to Help Your Business

Posted: October 10, 2017
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, financial education, entrepreneur, innovative thinking, future-proof, business development, leadership, artificial intelligence, robo advisor, robo technology, financial services threats, adaptation, business model, financial services specialist, financial services generalist

Robo-advisor technology can be seen as a threat, or an advantage. Adopting a hybrid approach may help your business. Join the conversation on our Executive Business Builders Network and tell us how you feel you can make robo-technology work for you.