You don't want to miss this.
Keynote Speaking Topics
for the Public and Financial Service Industry​
  1. PainFREE Prospecting: Growing Your Advisory Business Through Referrals & Introductions.
  2. Becoming a World-Class Advisor.
  3. Becoming a "Personal CFO".
  4. The Development of Trust: Building Long-Term Client Relationships.
  5. Goal Setting & Goal Setting Theory.
  6. Overcoming the 4 Major Impediments to Wealth: 1) Lack of Knowledge; 2) Taxation; 3) Inflation; 4) Life Challenges.
  7. 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
  8. Building a Unique Value Proposition (UVP).
  9. Optimal Human Functioning (OHF): The New Science of Peak Performance.
  10. Family Law and Money – Working with legally married, common-law and same-sex couples.
  11. The Estate Planning Process – pre & post mortem gifting; legacy planning; blended family planning.
  12. 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.
  13. Diversification of Strategies: RRSP vs TFSA vs Non-Registered vs Leveraged Assets.
  14. The Psychology of Money: Making Money Make You Happy