Save the Date: March 25 - Evolve From Practitioner to CEO

Canada’s tax and financial services professionals are facing a pivotal moment. As client expectations evolve and advisory practices become more complex, success requires more than technical expertise, it requires leadership, strategy, and a clear vision for growth to evolve from practitioner to CEO of a growing public practice. That is the focus behind the new Business Builder CE Savvy Summit, a collaborative program from Knowledge Bureau and The Personal Coach, designed to help professionals shift their mindset from independent practitioner to CEO of a high-performing advisory business.

The live-virtual event takes place on March 25, 2026 at 8:40 CT. Register now and save $100 until the March 16 early-bird deadline.

Ideas into Action: Strategic Business Planning. The program opens with a session led by Evelyn Jacks and April-Lynn Levitt on turning ideas into action through strategic planning that actually works. Participants explore how to systematize policies, procedures, and client experiences to create a practice that is future-proof, market-driven, and positioned for growth, succession, or expansion.

Communicating Your Value. Who is your ideal client — and who will be your next ideal client? Sessions led by Lisa Mohammed and April-Lynn Levitt examine how advisors can refine their value proposition, understand what clients truly value, and develop a client development process that differentiates their business in a competitive marketplace.

Powering Up High-Performing Teams. A major trend in wealth management is the shift toward team-based advisory models. Charlene Wolthuizen shares real-life coaching insights on how collaborative teams can improve job satisfaction, reduce stress, and drive stronger financial results; in some cases doubling or tripling revenue through structured leadership and delegation.

Financial Management: The Numbers Tell the Story. In Financial Management – The Numbers Tell the Story, Jenifer Bartman focuses on the financial metrics and ratios that guide sound business decisions. Participants learn how to interpret their numbers not just periodically, but in real time, helping them manage growth opportunities and long-term business value.

New Client Generator: What’s Working Now. Growth ultimately depends on attracting ideal clients. The program explores practical strategies for building a consistent flow of new business while aligning services with evolving client needs over the next one, three, and five years.

Learning Through Real-Life Experience. The summit concludes with a roundtable discussion featuring real-world case studies from Knowledge Bureau Designates - professionals who transformed their practice through an intergenerational model and leveraged advanced business skills to strengthen leadership, marketing, and financial management.

As the advisory profession continues to evolve, education is expanding beyond technical training into leadership, business strategy, and practice development. The New Business Builder Summit reflects this shift, helping professionals move beyond daily demands and toward building practices defined by confidence, focus, and freedom.

The live-virtual event takes place on March 25, 2026 at 8:40 CT. Register now and save $100 until the March 16 early-bird deadline.

©2026 Knowledge Bureau, Inc. All rights are reserved. We actively enforce use of our copyrights and trademarks against unauthorized use of any kind by any persons or AI entities.  To seek permission, contact us at 1-866-953-4769 or learn.knowledgebureau.com.