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All items tagged with: leadership

Women Make Strides in Financial Services

Posted: October 09, 2018 By : Beth Graddon
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, Small Business, distinguished advisor conference, women in business, entrepreneur, leadership, proprietorship, business owner, female business leaders, women in financial services, Canadian Summit for Women in Financial Planning, Business Buider Retreat, women-owned enterprises

The financial services industry has traditionally been male dominated, but a shift has started to occur, with more emphasis placed upon supporting female growth in this field. Also important, is a new Statistics Canada Report which notes that women-owned service industry businesses are experiencing higher growth rates than those owned by men, which bodes well for female leaders in the tax and financial services.

Business Partnerships: Signing on the Dotted Line

Posted: September 24, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, self-employed, knowledge bureau, Small Business, business development, leadership, tax courses Evelyn Jacks, Business Builder Retreat, Philippe Richer, business owner, entreprenreur, prorietorship agreement, shareholder agreement, business contract, business investing

It’s critical to operate within safe havens if you are in business today. To mitigate the challenges and issues partners and shareholders in business face during the business-building process, it’s essential to have a contract in place. But many don’t understand the core components before signing on the dotted line.

Graduates in the News: Amanda McAskill

Posted: August 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, tax courses, bookkeeping courses, leadership, bookkeeper, Bookkeeping for Small Business, Graduates in the news, Amanda McAskill, Nancy Folliott, entrepeneur, Designate, graduate

Entrepreneur Amanda McAskill, of AJM Bookkeeping and Business Services is a recent graduate of Knowledge Bureau’s Bookkeeping for Small Business course. She found herself re-energized by the course, and inspired to tackle her career goals. Here’s her story:

Young Advisor Award: Honouring Our Change-Makers

Posted: August 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, Millennials, leadership, Jonathan Earle, Quebec City, Business Builder Retreat, young advisors, Young Advisor Award, DAC speakers, Lindsay Sawyer Fay, financial services achievement

Young advisors are the future of an industry that’s rapidly transforming, and Knowledge Bureau will be honoring an up-and-coming change-maker at November’s Distinguished Advisor Conference in Quebec City. Nominations for the Distinguished Young Advisor Award are being accepted until August 31, 2018.

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.

Succession Planning: The Legalities Business Owners Need to Know

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , self-employed, knowledge bureau, succession planning, Evelyn Jacks, leadership courses, Executive Business Builder Program, business builders, transitioning a business, business law, Philippe Richer, buying a business, leadership decisions, online law courses, employee rights, selling a business, incorporation

Succession planning hinges on sound leadership development and astute forward-thinking, but there are also legal factors to consider. This week, Philippe Richer, author of Knowledge Bureau’s new Business Law certificate course in the Executive Business Builder Program, shares some important legal considerations for transitioning or selling your business. Philippe will also join us as a special guest lecturer at the new Business Builder Retreat.