IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest industry developments, and a chance to meet other brokers from around the region. Plus, financial services companies will be showcasing their products and services in the exhibit area. Build your business and develop your professional skills. Find out more about the speakers, presentations, and CE credits we have on offer.
Participating Companies: Antares Investment Management, ComingUpNext, Equitable Bank, Equitable Life, Experior Financial Group, SSQ Insurance, Stier Financial Advisors powered by Sentinel Financial Group, Travelance.
Protect Yourself from an E&O Lawsuit
Roberta Tasson, The Magnes Group
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.
Using Technology to Find a Teammate: Advisor Teaming as an Antidote to the Perpetuation Problem
Roland Chan, FindBob
Roland Chan, CEO of FindBob and the architect of Coming Up Next, IFB’s own advisor continuity and succession planning program, will offer insights into the benefits of advisor teaming. He will share industry research that suggests that:
- Individuals who work in teams earn more revenue
- Teams retain more clients through better customer experience
- Teams do a better job retaining assets during a wealth transfer, and
- Lastly, how teaming can answer the succession crisis
Find out how advisors can use online applications, like Coming Up Next, to connect with other financial professionals and kick start their advisor teaming goals.