IFB Virtual Summit Information Page


 

 

Presenters


KELLEY KEEHN

Personal Finance Educator, best-selling author & Consumer Advocate for FP Canada

THE PROSPERITY FACTOR FOR FINANCIAL ADVISORS

11:05 AM

The psychology of money, and what’s holding your clients back at a deeper level.

Download the materials from Kelley’s presentation:

Kelley Keehn – IFB Handout – June 17, 2020

CAROL LYNDE

President & CEO Bridgehouse Asset Managers

MENTAL HEALTH & THE FINANCIAL ADVICE RELATIONSHIP

12:30 PM

Tools and guidelines to better serve clients with mental health issues.

Download the materials for Carol’s presentation:

Bridgehouse-Mental Health and The Financial Advice Relationship Infographic-EN (4)

Bridgehouse-Corporate Infographic-EN

ROLAND CHAN

CEO, FindBob

BUSINESS CONTINUITY & CONTINGENCY:

More Important Than Ever

1:55 PM

Assess your practice’s readiness to deal with unexpected events.

Download the materials for Roland’s presentation:

FindBob Business Continuity Readiness Assessment v1.3

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