Lead or Be Left Behind with Robert Gignac (Webinar)
April 9, 2020

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis - your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The Update 2020 (Webinar)
April 23, 2020

All eyes are on the economy and how potential uncertainty will impact both investments and insurance. What market indicators are pointing to a financial market downturn? Advisors must take thoughtful steps to manage client behaviour in all their life stages. Update 2020 will focus on what communication strategies need to be implemented for retired clients or those planning for retirement. It will also focus on how to strengthen relationships with clients by having proactive conversations and by being an emotionally intelligent advisor. Finally, Update 2020 will focus on technical estate planning strategies for small business owners.