2024 On-Demand Spring Summit
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Are You Diversified?
Member: / Non Member:
Over the past year market performance has been driven by a narrow group of companies but diversification matters and investors need to think longer term. Join us to hear how Portfolio Managers Jason Gibbs and Frank Latshaw stay the course in building diversified portfolios that focus on income-generating securities while highlighting their quality at a reasonable price (QUARP®) investment approach.
Credits:
- FP Canada: 1 Financial Planning (#CE15377)
- MB: 1 (#44256)
- AAC: 1 A&S, (#68281)
- MFDA: 1 Professional Development, (#1000006552)
- BC: 1 Life and/or A&S , (#44256)
- ON: 1 Life
- SK: 1 Life
Optimal Practice Succession
Member: / Non Member:
Our presentation will cover book successions to established advisors, those with strong track records of gathering and retaining assets. Established advisors will not only provide competent advice, but also of great importance, they will inspire confidence in clients. As digital alternatives continue to grow and the industry becomes ever-more crowded, inspiring confidence through communication, persuasion and putting people at ease, what some call “just sales,” is becoming more valuable than it has ever been before.
Loyal clients place their trust in their advisors for decades and advisors can repay that loyalty and trust by securing successors with the strongest track records of building practices, creating value and inspiring confidence.
Putting clients first means putting yourself first too. The most successful succession advisor will provide an optimal succession experience and outcomes for your clients, and that same successful advisor will provide the strongest transition terms for you.
Credits:
- FP Canada: 1 Practice Management (#CE15236)
- MB: 1 (#44011)
- AAC: 1 A&S, 1 Life, 1 General (#68071)
- MFDA: 1 Professional Development, (#1000006514)
- BC: 1 Life and/or A&S , (#44011)
- ON: 1 Life
- SK: 1 Life
Social Impacts on the Senior Buyers Journey
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There are a number of societal factors that influence the decisions of senior citizens in the consumer journey. This presentation explores how these interactions shape the buying behaviours, preferences, and paths of older adults as they navigate the marketplace and make purchase decisions.
We’ll explore several factors relative to senior buying habits including:
- Preference for Quality and Reliability
- Value for Money
- Brand Loyalty
- Comfort and Convenience
- Health and Wellness
- Social Influence
- Emotional Factors
Overall, social norms can shape seniors' buying habits by influencing their preferences, priorities, and perceptions of value. Understanding these influences can help financial advisors tailor their messaging, products, and services to better meet the needs and preferences of older consumers.
Credits:
- FP Canada: 1 Financial Planning (#CE15235)
- MB: 1 (#44010)
- AAC: 1 Life, 1 General (#68070)
- MFDA: 1 Professional Development, (#1000006513)
- BC: 1 Life and/or A&S , (#44010)
- ON: 1 Life
- SK: 1 Life
Addressing Canadian Health Care Challenges: A Unique Solution
Member: / Non Member:
In today’s rapidly evolving world, access to quality medical care is of the utmost important.
Best Doctors Canada Insurance is renowned for its comprehensive coverage and a network of world-class medical professionals.
We have organized an informative session to introduce you to the exclusive features and advantages of Best Doctors Canada Insurance Global Medical Care.
During the session, you will have the opportunity to:
1. Gain a comprehensive understanding of the insurance plans available, designed to provide global medial coverage, including emergency care, specialist consultations, hospital stays, and more.
2. Explore the network of highly qualified physicians and medical centers available through Best Doctors Canada Insurance for annual health assessments.
3. Discover the convenience and simplicity of accessing medical services and consultations Worldwide.
4. Learn about the personalized care and support provided by Best Doctors Canada Insurance’s expert team.
By attending this session, you will gain valuable insights into how we can assist you in safeguarding your well-being, wherever life takes you.
Credits:
- FP Canada: 1 Product (#CE15234)
- MB: 1 (#44008)
- AAC: 1 A&S, 1 Life, (#68069)
- MFDA: 1 Professional Development, (#1000006512)
- BC: 1 Life and/or A&S , (#44008)
- ON: 1 Life
- SK: 1 Life
Protect Yourself from an E&O Lawsuit
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Many brokers think that E&O claims are something that only ever happens to other people. And, while the majority of agents will go through an entire career without a claim, many well-intentioned and responsible brokers are surprised when the unthinkable happens to them. This session will provide you with insights into some common areas in which claims arise, and some simple good habits that will help prevent problems, and that will also strengthen your position before the courts should an incident ever lead to a claim against you.
Credits:
- FP Canada: 1 Practice Management (#CE15291)
- MB: 1 (#44018)
- AAC: 1 A&S, 1 Life, 1 General (#68100)
- MFDA: 1 Business Conduct – Other, (#1000006515)
- BC: 1 Life and/or A&S , (#44018)
- ON: 1 Life
- SK: 1 Life
Canada's Housing Affordability Challenge: Insights from Leaders in the Apartment Investment Market
Member: / Non Member:
The Canadian housing market's affordability crisis is well-known, with rising housing prices and mortgage payments, and fewer rental options. Kevin Prins, Private Pension Partners’ President, and Tom Toni, Associate VP of Real Estate Capital for P3 Investments, will discuss market fundamentals driving this supply-demand imbalance and its impact on apartment investments. Attendees will gain insights into the drivers of housing demand and the challenges developers face in increasing supply.
Credits:
- FP Canada: 1 Financial Planning (#CE15382)
- MB: 1 (#44257)
- AAC: 1 Life, (#68282)
- MFDA: 1 Professional Development, (#1000006553)
- BC: 1 Life and/or A&S , (#44257)
- ON: 1 Life
- SK: 1 Life
Revolutionizing Group Benefits: A Journey Towards Efficiency
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While technology has revolutionized many industries, group benefits have remained largely untouched by this digital transformation. In this session, we’ll explore innovative strategies to streamline the multitude of documents required in the group benefits process, enhancing efficiency and creating a better experience for both clients and administrators.
Credits:
- FP Canada: 1 Practice Management (#CE15240)
- MB: 1 (#44016)
- AAC: 1 A&S, 1 Life, 1 General (#68075)
- MFDA: 1 Professional Development, (#1000006350)
- BC: 1 Life and/or A&S , (#44016)
- ON: 1 Life
- SK: 1 Life
Financial Plans for Your Clients: A Financial Planning Presentation
Member: / Non Member:
Join seasoned financial planner, Kenneth Doll, as he shares his journey from investment and insurance advising to full-time financial planning, motivated by his struggling to find reliable financial planning options. During this session, Kenneth will dive into the concept of fee-only financial planning, emphasizing its holistic approach encompassing taxation, investment, estate, and retirement planning. He will go over the various financial planning software available, compensation structures, the six-step financial planning process, as well as the benefits of this comprehensive strategy for both the broker and the client.
Credits:
- FP Canada: 1 Financial Planning (#CE15241)
- MB: 1 (#44017)
- AAC: 1 A&S, 1 Life, (#68076)
- MFDA: 1 Professional Development, (#1000006351)
- BC: 1 Life and/or A&S , (#44017)
- ON: 1 Life
- SK: 1 Life
The Magic Numbers in Retirement Income Planning
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At a time when there are fewer defined benefit pension plans, consumers are being told that they should focus on a target accumulation number. But what does that number mean when the time comes to turn retirement assets into income? This session details retirement income planning steps and a specific investment strategy working in tandem for both the client and the advisor. Advisors will come away with a more meaningful approach to delivering sustainable income for their clients.
Credits:
- FP Canada: 1 Financial Planning (#CE15487)
- MB: 1 (#44258)
- AAC: 1 Life, (#68515)
- MFDA: 1 Professional Development, (#1000006572)
- BC: 1 Life and/or A&S , (#44258)
- ON: 1 Life
- SK: 1 Life
AI or Die: A Survival Guide For Your Practice In 2024
Member: / Non Member:
Join experts from MaiN Street AI for a guided tour of the rapidly evolving world of AI in financial services, where you'll discover how AI offers unprecedented customization, scalable compliance, and communication strategies without needing to write a single line of code. Learn actionable steps to implement AI effectively, avoid common pitfalls, and future-proof your career in the face of industry disruption.
Credits:
- FP Canada: 1 Practice Management (#CE15497)
- MB: 1 (#44295)
- AAC: 1 Life, 1 General (#68514)
- MFDA: 1 Professional Development, (#1000006640)
- BC: 1 Life and/or A&S , (#44295)
- ON: 1 Life
- SK: 1 Life