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All items tagged with: leadership development

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.

Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Advisor, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, digital age, ce credits, entrepreneur, financial conference, CE summits, artificial intelligence, wealth advisor, leadership courses, investors, leadership development, leadership retreat, Business Builder Retreat, holistic wealth management, business building, value-add, adding value, relationship managaement, A.I., Advanced Family Tax Preparation

A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.

Advisors Uncertain About Their Future: Finding New Direction

Posted: June 12, 2018
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, financial advisors, tax advisors, tax education, entrepreneur, artificial intelligence, Executive Business Builder Program, online education, Real Wealth Managers, leadership development, corporate culture, Business Builder Retreat, holistic wealth management, transitioning a business, Fundamentals of Succession Planning

A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?

Time for a Leadership Reboot: What’s Your Passion Statement?

Posted: June 05, 2018
Posted in: Strategic Thinking , DAC, self-employed, knowledge bureau, Evelyn Jacks, distinguished advisor conference, entrepreneur, Executive Business Builder Program, education for entrepreneurs, leadership development, leadership retreat, Executive Business Builder Retreat, leadership course, business building, passion statement, personal mission statement, business goals, career goals

Your passion statement is all about the “why?” When’s the last time you took the time to reconsider why you do what you do?  Whether you’re a proprietor or have leadership aspirations to grow your career, this is the driving force that is the basis of your business goals. Join Knowledge Bureau to recommit to your life’s work at November’s Business Builder Retreat.

Secrets to Wealth: Real Estate and Entrepreneurship

Posted: May 29, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, High Net Worth, knowledge bureau, Evelyn Jacks, retirement planning, distinguished advisor conference, retirement income, financial education, entrepreneur, leadership development, Business Builder Retreat, Canada's wealth, Business Builder Program, leadrship retreat, leadership course

According to the 2016 Survey of Financial Security, released in December of 2017, median net worth increased in Canada by 14.7 percent since 2012. The big ticket to success? Turns out, it’s real estate, pensions and according to other studies, entrepreneurship.

Succession Planning: It Hinges on Leadership Development

Posted: May 22, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, retirement planning, Small Business, retirement income, entrepreneur, Executive Business Builder Program, leadership training, business courses, online education, leadership development, intergenerational transfer, proprietor

As Canadian baby boomers retire, it’s been estimated that $10 Trillion in small-business assets will change hands in Canada over the course of a decade*. We’re entering the peak point of this transition, according to economic forecasting, between now and 2025. Canadian business owners, in particular, have a lot to lose, if their succession planning is left on the back burner:  their retirement security.