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All items tagged with: leadership development

Advisors Uncertain About Their Future: Finding New Direction

Posted: June 12, 2018
Posted in: Strategic Thinking, Current Issue , 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.

Leadership Discussion: What’s Your Stance on Legalized Workplace Cannabis Use?

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, entrepreneur, Morneau, marijuana legalization, courses for entrepreneurs, budget 2018, leadership development, business development courses, leadership retreat, corporate culture, cannabis legalization, recreational drugs, employee culture, workplace issues, business retreat, business workships, business networking, Quebec City conferences, business builder

Cannabis is already on the mind of tax and financial advisors due to its inclusion in Budget 2018 and its pending legalization and accompanying taxation. But that isn’t all you should be thinking about, as it triggers an essential and controversial leadership discussion – what’s tolerable in the workplace?

Building a New Leadership Culture

Posted: March 19, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, distinguished advisor conference, growing your business, leadership courses, Executive Business Builder Program, online courses, online education, leadership development, integrity in leadership, leadership traits, leadership skills, culture of accountability, business development courses, leadership in financial services

Leading with integrity is essential for business success, but just how do up-and-coming leaders do so with integrity and accountability on a day-to-day basis in a very busy world? Please join our Executive Business Builders Network to chime in on the issues our Joanne Sigurdson, author of Knowledge Bureau’s Business Leadership, Culture, and Continuity Course, is challenging our LinkedIn discussion group with: