All items tagged with: relationship management
Posted in: Strategic Thinking , Real Wealth Management, Tax Planning, Financial Literacy, Estate Planning, Financial Advisor, knowledge bureau, relationship management, succession planning, Evelyn Jacks, trusts, wealth transfer, inheritance, financial education, Millennials, Baby Boomers, high-net-worth clients, family wealth, intergenerational issues, intergenerational wealth transfer, asset management, investment plans, loan agreements, heirs, Generation Y, Real Wealth Manager Program, financial course
It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.
Posted in: Strategic Thinking , self-employed, knowledge bureau, tax returns, relationship management, Evelyn Jacks, income tax, retirement planning, distinguished advisor conference, financial advisors, wealth management, tax education, financial education, tax reform, entrepreneur, post-secondary education, CE summits, artificial intelligence, AI, industries, iron and ore, Malcolm McRae, tax planners, family wealth, intergenerational issues, job elimination, obsolete jobs, severance packages
From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, investment, knowledge bureau, relationship management, succession planning, Evelyn Jacks, wealth transfer, financial services, financial education, innovative thinking, thought leadership, financial advice, future-proof, economic changes, robo-advisors, CRM2, fee disclosures, Millennials, Baby Boomers, Executive Business Builders Network, Executive Business Builders Program, career opportunities, career growth, financial services jobs, Breaking News, Practice Management, Strategic Thinking
Join our online discussion: When changes in the industry force professionals to adapt, should we call them threats, or are they opportunities?
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?
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.
Posted in: Strategic Thinking , knowledge bureau, relationship management, Evelyn Jacks, financial advisors, Canadian economy, financial services, financial education, tax reform, client perspective, economic threats, financial trends, tax professionals, foundational leadership, professional development, entrepreneur, financial conference, conference for financial advisors, portfolio management, Dr. Michael Graham, Dan Collison, The Investor's Group, Schulich School of Business, post-secondary education
What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?