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Managing the Bull: What Investors Need to Know

Do you have clients who want to develop a Winner’s Mindset about money to achieve financial independence on his or her own terms?  Treat them to a new Canadian bestseller, the second edition just published by Knowledge Bureau. Managing the Bull provides the secret sauce for financial decision-making in today’s uncertain times for a simple reason.  It is written by a trusted advisor with over 35 years real experience advising real people and educating thousands more:  Mr. David Christianson, BA, CFP, R.F.P., TEP, CIM

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Exclusive: A Comprehensive Approach to Wealth Management

Many ultra-high net worth families have implemented a ‘family office” to focus on a collaborative and holistic approach to their wealth management.  Famous examples include the DuPont, J.P. Morgan and Rockefeller Families. Now, this concept is democratized in the new  Real Wealth Management™ Designation Program. Available this month, the new program brings required technical expertise, new conversation guides and a consistent practice management framework to formulate a strategic plan like minded professionals can work cohesively with as part of a client’s “outsourced” family office.

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KB Grads in the News - Maria Cheng

Knowledge Bureau Designate, Maria Cheng shares how she believes that education is a life-long activity. Confident and trusted advisors, she says, should always equip themselves with current knowledge and skills to cope with a changing dynamic world. She also mentions that using collaboration and delegation skills properly increases team spirit and strengthens the trust relationship with clients. See what she had to say about her experience with the Real Wealth Management™ program.

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