News

All items tagged with: relationship management

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.

The Pot Factor:  Authenticity Matters in Insurance Planning

Posted: October 24, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial conference, Millennials, leadership, value proposition, Kelowna, authentic leadership, future-proof business, insurance advisors, crossroads of change, marijuana legalization, Aisha Alfa, Nancy Kent, Dynacare

The legalization of Marijuana is coming  in time for Canada’s next birthday party, reflecting new government priorities, and unique societal trends.  This indeed will impact the work tax and financial advisors do. Your clients may or may not want to talk to you about this.  Yet, insurance and financial advisors need to understand the financial implications of this major change in Canada.  This year’s Distinguished Advisor Conference will help prepare for the issues you need to discuss in a world filled with disruption — including the legalization of marijuana.

Doug Nelson Wins 2017 DAC Client Innovation Scholarship Award

Posted: October 03, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial education, entrepreneur, thought leadership, value proposition, wealth manager, Douglas Nelson, Client Innovation Scholarship Award, customer retention, Canadian financial conferences, advisor conferences, Kelowna conference, 2017 conferences, Nelson Portfolio Management Corporation

Canadian portfolio manager and 25-year veteran of the financial services industry, Douglas V. Nelson, CFP, MFA, CLU, CIM, has been awarded the 2017 DAC Client Innovation Scholarship Award, to be presented at the Distinguished Advisor Conference in Kelowna, B.C., November 5-8. The award was co-founded by Knowledge Bureau and Franklin Templeton Investments in 2016.

Intergenerational Wealth Transfer: Protecting Family Wealth for the Future

Posted: September 08, 2017 By : Knowledge Bureau
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.

Financial Advisors’ Advice and Strategies Altered by A.I. Revolution

Posted: September 08, 2017 By: Evelyn Jacks
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.