Webinars for Financial Advisors

Past Webinars


Wednesday April 29  |  11:30 a.m. – 12:30 p.m. EST         (1 hours)

People, Product & Your Practice: Pandemic Considerations for Unprecedented Days
Colin Baerg, Regional Director, IG Wealth Management Inc. & Daria Malin, Owner, Boost Strategic Coaching
1.00 CE credit for Life Licenses (BC, ON, SK)
AAC ID# 54403 1.00 Life | 1.00 A&S | 1.00 General
Manitoba ID# 34121
FP Canada Approved CE: Practice Management, 1.00

Everything around us is changing at an incredible speed and the COVID-19 Pandemic is challenging for everyone. We have had to adapt our operations and businesses to keep our employees, clients, and community safe, in addition to working from home, managing family life, and not knowing what lies ahead.

Please join Webinar Guests Colin Baerg, Regional Director, IG Wealth Management and Daria Malin – Owner, Boost Strategic Coaching, as they highlight three important areas to focus on during these unprecedented days.

People:  Actions we’re taking to deliver exceptional client experiences and maintain connections with them

Product: How to reposition and offer products that best serve clients

Your Practice: Steps to take to ensure a thriving practice during days of uncertainty

Despite the disruptions to daily life caused by COVID-19, now, more than ever, is the time to choose consistent connection, products that serve, and staying vigilant in your efforts to creatively run your business.

Wednesday April 22  |  11:30 a.m. – 12:30 p.m. EST         (1 hours)

Protect Yourself From an E&O Lawsuit
Roberta Tasson, The Magnes Group.
1.00 CE credit for Life Licenses (BC, ON, SK)
AAC ID# 48754 1.00 Life | 1.00 A&S | 1.00 General
Manitoba ID# 34159
FP Canada Approved CE: Practice Management, 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.

Wednesday April 15  |  11:30 a.m. – 1:00 p.m. EST            (1.5 hours)
Character, Integrity & Professional Relationships 
Rod Burylo, Croft Financial Group
1.50 CE credit for Life Licenses (BC, ON, SK)
AAC ID# 54335 1.50 Life | 1.50 A&S | 1.50 General
Manitoba ID# 34077
FP Canada Approved CE: Professional Responsibility, 1.50
Saskatchewan Ethics CE: 1.50

This course introduces Financial Advisors to the most important concepts and issues related to character, integrity, professional relationships and ethics in the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Do you know how Assuris protects your clients?  
Wednesday, August 23 2017 | 12:00 p.m. EST

Josée Rheault, Assuris

1 hour for Life Licenses (BC, MB, ON, SK)

FPSC: Financial Planning
Alberta Insurance Council: ID# 44907, 1.0 Life, 1.0 A&S

If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian policyholders in the event their life insurance company fails. This presentation will help financial advisors gain the knowledge to reassure their clients both at the point of sale and in times of uncertainty.

Legal Expense Insurance for Business Owners 
Wednesday, July 5 2017 | 12:00 p.m. EST

In this informative session, Alex Manning from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal dispute.

The neuroscientific reason why your human service is valuable… and why technology will support, but not replace, the human Financial Advisor 
Tuesday, June 27 2017 | 12:00 p.m. EST

If you were asked why your clients appreciate and value your service, what would you say?  In this inspiring and insightful presentation, Ron Fox, the co-founder and CEO of Glidepath Portfolio Services, explains the evidence and reasons why it may not be what you thought.  By examining the science behind how our human brains actually make decisions, Ron reveals how awareness of your client’s decision making psychology and how you communicate three concepts relating to your service, can help you communicate more effectively and build deeply loyal client relationships with both new and existing clients.  Once you understand why your clients really appreciate and value your service, the next step is to understand how to communicate this value with sincerity and authenticity – reflecting your true values, passion and reasons why you chose to dedicate your professional life to serving clients honourably in our profession.  In this informative and practical webinar, Ron will share a simple and easy to learn approach that will help you communicate, defend and position your real value, as a human advisor, that can only be supported by, not replaced by technology. You will leave this session with clarity and confidence in knowing how you can apply this communications approach to help you gain new clients, maintain your existing clients, support your value proposition and pricing, defend against competitive challenges, improve your marketing, or apply meaningfully within your own personal or family lives.

Success with Ethics
Wednesday, March 22, 2017 | 12:00 p.m. – 1:00 p.m. EST

This webinar introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry.  This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Coming Up Next™ 
Tuesday, December 20, 2016 | 2:00 p.m. – 2:30 p.m. EST

As an IFB member, you have exclusive access to Coming Up Next™, our program for business continuity and succession planning.  Whether you are looking to grow, maintain, or transition your business, Coming Up Next™ provides the tools you need, and the opportunity to connect with other independent advisors who are looking to buy or sell a block of business, or to find a mentor, successor or partner.

To help you make the most of your Coming Up Next™ experience, plan to attend this free webinar hosted by Roland Chan, Founder of FindBob.  Roland will cover:

Success with Ethics 
Thursday, December 1, 2016 | 12:00 p.m. – 1:00 p.m. EST

This webinar introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry.  This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Legal Expense Insurance for Business Owners 
Wednesday, October 5, 2016 | 12:00 p.m. – 1:00 p.m. EST

In this informative session, Alex Manning from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal dispute.

Finish Strong in 2016  
Friday, September 23, 2016 | 12:00 p.m. – 1:00 p.m. EST

As we head closer to the 4th quarter, this is the perfect time to finish the year with a bang and then fast track success in 2017. This call will highlight three key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter. Each of the strategies is easy to implement and translate into results quickly and predictably.

Duncan MacPherson, CEO of Pareto Systems, will walk you through a proven process that will ensure you can:

– Competitor Proof Your Clients
– Maximize Existing Relationships
– Generate More Referrals

Join the webinar to learn more about an exclusive CE opportunity for IFB Members! Learn how you could earn 10.5 hours of FPSC® approved Financial Planning Credits and 12.5 hours of FPSC® approved Practice Management Credits through Pareto Systems.

CRM2 – Changing the Relationship with Clients
Wednesday, June 15, 2016 | 12:00 p.m. – 1:00 p.m. EST

Susan Silma, co-founder and partner of CRM2 Navigator, will be providing a 1-hour webinar on CRM2 readiness. She will:

This webinar is eligible for the following continuing education credits:

Get to know our E&O
Monday, May 16, 2016 | 12:00 p.m. – 1:00 p.m. EST

Join George Georgiadis, Assistant Vice President of AXIS Reinsurance Company (Canadian Branch), and Alex Manning, Manager of Corporate Partnerships at DAS Canada, as they detail all the coverage options available to independent advisors under the IFB group E&O plan. You’ll learn about the various limits of liability offered, how you can access legal expense coverage, and extras like Privacy and Network Security coverage.

Digital Marketing Trends 
Friday, April 15, 2016 | 12:00 p.m. – 1:00 p.m. EST

Hosted by Darrell Keezer, founder of Candybox Marketing, this webinar will help you understand the different components of Digital Marketing and how they need to work together to generate leads and build online relationships. We will analyze real examples of how proper website planning, content marketing and Search Engine Marketing (SEM) can generate demand online. This webinar is eligible for the following continuing education credits: