PainFREE Prospecting: Growing Your Advisory Business Through Referrals & Introductions.
Becoming a World-Class Advisor.
Becoming a "Personal CFO".
The Development of Trust: Building Long-Term Client Relationships.
Goal Setting & Goal Setting Theory.
Overcoming the 4 Major Impediments to Wealth: 1) Lack of Knowledge; 2) Taxation; 3) Inflation; 4) Life Challenges.
The 5 Key Technical Processes for Today’s Financial Advisory Practice: Tax Planning Process; Investment Planning Process; Risk Management Process, Retirement Planning Process; Estate Planning Process
Building a Unique Value Proposition (UVP).
Optimal Human Functioning (OHF): The New Science of Peak Performance.
Family Law and Money – Working with legally married, common-law and same-sex couples.
The Estate Planning Process – pre & post mortem gifting; legacy planning; blended family planning.
Tax Planning Process (there are upwards of 40 different tax-efficient strategies we discuss throughout these 5 categories of tax planning): • Income Deferral • Income Splitting • Income Spreading • Tax Sheltering • Tax Credit Maximization.
Diversification of Strategies: RRSP vs TFSA vs Non-Registered vs Leveraged Assets.
The Psychology of Money: Making Money Make You Happy
