REMINDER: IFB Virtual Summit is This Week!

KELLEY KEEHN

Personal Finance Educator, best-selling author & Consumer Advocate for FP Canada

Topic: The Prosperity Factor for Financial Advisors

1.00 CE credit for Life Licenses (BC, ON, SK)

AAC ID# 54561 | 1.00 Life | 1.00 A&S

Manitoba ID# 34242

FP Canada Approved CE: Financial Planning, 1.00

During this hour presentation, award-winning, best-selling author, and media personality, Kelley Keehn will take participants through a new mindset to money and a unique lens at looking at their clients and the younger generation. Kelley examines tenants of the psychology of money and what’s holding your clients back at a deeper level, the latest research in behavioral economics - why you and your clients aren’t as rational as you’d like to believe, and how marketing to women can increase your market share and help with retention of assets.

Participants will walk away with a basic understanding of:

·    Why Canadians don’t feel good about money, are reluctant to talk about it and how tapping into the deep issues your client’s families have about money will open the door for more referrals, especially to younger generations

·    How irrational financial behavior might be tripping up your clients daily financial decisions; from faulty mental accounting, to falling victim to the availability error (why your clients may buy lotto tickets and accidental death coverage when they should be buying critical illness and other insurance) and the willpower effect; educating your clients on these missteps will help them navigate their financial life with greater awareness and enjoyment

·    Learn how 70% of women leave her primary financial advisor when her spouse dies (this increases to 75% for high net worth) and how you can hold on to more of these relationships and build stronger bonds with your female clients.

Mental health has become a matter of increasing public concern worldwide. In Canada, by age 40, half of the population will have, or will have had, a mental illness. In 2016, Bridgehouse Asset Managers identified a connection between mental health and sound financial decision-making and partnered with the Canadian Mental Health Association–Toronto (CMHA) to lean on their mental health expertise. This collaboration has broken new ground by rallying Canada’s investment sector – companies and regulators – to consider solutions to this complex issue.

Since unveiling the Mental Health & The Financial Advice Relationship program, Carol Lynde (Bridgehouse President & CEO) has presented to thousands of advisors. Whether through small branch meetings, national conferences or the CE-accredited webinar series, the award-winning initiative has received exceptionally positive feedback from the advisor community. The presentation, built with research, advisor interviews and mental health expertise, gives an overview of the current mental health landscape and its impact on investors. Further, it provides advisors with a suite of educational tools and real life scenarios that they can apply with their clients who may be experiencing mental health issues.

Interaction with advisors and their feedback has confirmed Bridgehouse’s belief that advisors are in need of tools and guidelines when dealing with clients experiencing mental health issues.

Join us to find out more about Mental Health & The Financial Advice Relationship.

Teaser statistics & learning objectives:

Did you know?

·    1 in 5 Canadians live with a mental health issue

·    85% of advisors spend more time with clients experiencing mental health issues

How do you, as an advisor, detect a crisis early on when managing your client relationships?

In this presentation, you’ll:

·    Learn tips & strategies for working with clients experiencing mental health challenges

·     Discover how to maintain balance & set boundaries

·    Get practical tools you can use with your clients 

ROLAND CHAN

CEO, FindBob

Topic: Business Continuity & Contingency: More Important Than Ever

1.00 CE credit for Life Licenses (BC, ON, SK)

AAC ID #54560 | 1.00 Life | 1.00 General 

Manitoba ID #34244

FP Canada Approved CE: Practice Management, 1.00

Are you tired of just attending sessions on the subject of Business Continuity and ready to take action? 

If you're like most advisors you understand the importance of business continuity but need a way to get started. In this session, Roland Chan, CEO of FindBob, will help you assess your practice's state of readiness to deal with unexpected events - like your sudden inability to come to the office tomorrow - from both an operational and service perspective. Next, he'll outline the 3 Ps to Business Continuity Success - Planning, Partnering and Protecting. Finally, he'll give the IFB members actionable tasks to complete on IFB's Coming Up Next that will allow them once and for all establish a Business Continuity Plan that will protect their clients, their staff, and their family! Not only will this session create some efficiency with respect to the Business Continuity process, you'll ultimately save money, increase your business's value, and come away with at least one new client marketing idea!

For more information, please visit the IFB Virtual Summit landing page

on our website at:

https://ifbc.ca/virtual-summit/