IFB brings seasoned professionals and industry expects face-to-face with independent brokers at our Alberta Summit. Brokers can hear from individuals and organizations that stay on top of the latest developments in financial services. Find out more about who will be speaking at our upcoming Summit, what their presentations will cover, and what CE credits are available to you.
Participating Companies: Canada Protection Plan, Canadian Institute of Financial Planners (CIFPs) Equitable Bank, Experior Financial Group, Family Tax Recovery, Financial Planning Standards Council (FPSC), Foundation for the Advancement of Entrepreneurship (FAE), Group Medical Services, Home Trust Company, Leading Advisor, SSQ Insurance.
A few of our Keynote Speakers:
The Prosperity Factors for Financial Advisors
Kelley Keehn, Personal Finance Expert
AAC ID # 47667- 1.25 Life, 1.25 A&S
FPSC: Financial Planning, 1.25
IIROC: Professional Development, 0.50
Why do clients choose to buy lottery tickets instead of buying critical illness or other insurance?
Learn how this kind of irrational financial behaviour might be tripping up your clients daily financial decisions. From faulty mental accounting, to falling victim to the availability error, learn how to educate your clients on these missteps and help them navigate their financial life with greater awareness and enjoyment.
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 tenets of the psychology of money and what’s holding your clients back at a deeper level from buying the coverage they need. Using the latest research in behavioral economics she’ll look at 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. Did you know that 70% of women leave their 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 female clients.
Understanding why Canadians don’t feel good about money, and are reluctant to talk about it, will help insurance agents and financial advisors tap into the deep issues their client’s families have about money and will open the door for more referrals — especially to younger generations.
Succeeding at Succession
George Hartman, Market Logics Inc.
AAC ID# 45402- 1.00 Life, 1.00 A&S, 1.00 General
FPSC: Financial Planning, 1.00
IIROC: Professional Development, 1.00
You will transition from your financial advisory practice one day. The question is will you be in control of your exit — or will you let fate and circumstance determine what happens to the business you have spent your life building? Succession is a process — not an event. As such, it requires a disciplined approach to maximizing the value of your business, selecting the best option exit, choosing the right successor, and planning an orderly transition. This session will help advisors evolve from knowing what to do to create a successful succession plan to knowing how to implement it. It will also explore what advisors must do to assure their personal retirement lifestyle and create the legacy they deserve.
Protect Yourself from an E&O Lawsuit
Roberta Tasson, The Magnes Group
AAC ID # 47666- 1.25 Life, 1.25 A&S, 1.25 General
FPSC: Practice Management, 1.25
IIROC: Professional Development, 1.00
Many brokers think that E&O claims are something that only ever happen 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.