All items tagged with: relationship management
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, knowledge bureau, relationship management, financial advisors, wealth managers, financial education, CE summits, Executive Business Builder Program, online courses, Business Builder Retreat, holistic wealth management, client-centric strategies, fifnancial advisor studies, future of wealth management, evelyn Jcks
Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.
Posted in: Strategic Thinking , DAC, High net worth relationship management, knowledge bureau, Evelyn Jacks, retirement planning, retirement income, wealth management, Millennials, Executive Business Builder Program, Business Builder Retreat, Young Advisor Award, J.D.Power Study. clients for advisors
Are Millennials really that unmotivated, and underperforming? Not according to an important new study. In fact, it turns out that Millennials may be ahead of their parents when it comes to retirement planning, an important trend for young tax and financial advisors looking to build their practices with peer group clients.
Posted in: Strategic Thinking , Financial Literacy, CRA, Financial Advisor, taxation, knowledge bureau, Canada Revenue Agency, tax returns, relationship management, Evelyn Jacks, tax services specialist, tax courses, distinguished financial advisor, taxpayer bill of rights, tax advisor, wealth management, financial education, DFA, tax preparer, small business tax, adult education, Auditor General Report, CRA issues, personal income tax, tax planner, online classes
While Canada Revenue Agency is under fire for failing to provide timely and accurate information to taxpayers, it’s clear that tax and financial advisors have an important role in filling that gap and in the process demonstrate unique value to their clients as trustworthy resources. But the industry, too, must step up its knowledge in light of increasing complexity.
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.
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.
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.