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All items tagged with: value proposition

Fake News and Your Opportunity to Build Trust

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, tax professionals, fake news, value proposition, Kirk LaPointe, financial planners

Trust. Fake news. Instability.  These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.

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.

Advisors Get Investors Better Returns, Global Report Finds

Posted: October 03, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, rrsp, financial advisors, Canadian economy, wealth management, wealth managers, tax education, financial education, value proposition, high-net-worth clients, Real Wealth Manager Program, World Wealth Report, millionaires, investment success, stock market, investment returns, portfolios

There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.

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.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
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?