Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing issues impacting financial planning today. Following each interview, you will participate in a group discussion activity to reinforce an area or areas addressed during the interview. 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 behavior 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. Interviews focus on: - Market Uncertainty and Client Behaviour
- Strategies for Clients who are Retired or Planning for Retirement
- state Planning for Small Business Owners
- The Emotionally Intelligent Advisor
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