What does “Your Richly Imagined Future” look like?

Join Libro Credit Union on Tuesday, January 12 at 4 pm for an exciting virtual event. Robert Gignac, author of the Canadian bestseller “Rich is a State of Mind”, will help you answer many important money questions, including:

• What does rich mean to me? Is it all about money?
• Do I really need goals? Won’t the future take care of itself?
• Can I actually have a life while I plan for the future?
• What are the components of a solid financial game plan?

Attend this webinar and learn how to debunk some of the myths of “financial happiness”, such as money will make you happy and solve all your problems or that there’s a magic solution to all your financial challenges.

Robert will look at the role of you, the investor, in the investor/financial professional relationship, from your perspective. He’ll talk about the truths and realities of being a client of the Canadian investment industry.

You’ll be inspired with new ways to deal with life’s everyday events with the larger goal of developing a solid, long-term relationship with your money. After all, you do want “Your Richly Imagined Future” – don’t you?

Here is the link: https://www.libro.ca/about/events/2138784576 

Robert Gignac will be speaking at the December 30th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. There is no way to know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the December 30th 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the December 16th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. There is no way to know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the December 16th 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the December 9th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. There is no way to know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the December 9th 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on November 27th, 2020. His topic will be “What Your Client Said (If You Were Listening…)” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Session Synopsis:

A decade ago we were watched a series of TV commercials featuring a Verizon Cellular technician wandering across America asking the question “Can you hear me now?” Fast forward to 2020 and your clients are seeking true financial and insurance advice from you and sometimes having to resort to asking “Can you hear me now?”

Clear and effective communication is at the core of every successful client/financial professional relationship. Unfortunately, one of the leading causes of client dissatisfaction and eventual financial services provider breakup can be directly attributed to ineffective or improperly structured communication.

Important? Absolutely! Your existing clients and prospective clients have no shortage of financial professional and financial services alternatives to choose from. Keeping them happy and engaged can be a difficult task in today’s hyper-competitive environment – assuming you are doing everything well. If financial professionals drop the ball on something as basic as clear and consistent client communication, they will be fighting an uphill battle to retain their clients.

Understanding the role that jargon plays in hindering communication is critical. Why do we create material with a Flesch-Kincaid readability score of 30-40 (college graduate) when the average Canadian reads at 60-70 (7th-8th grade)?

Robert will offer concrete examples of what clients are struggling with today (and they have no idea how to talk to you about…) and how financial professionals can start to bridge the communication gap with your most valuable asset. Robert has over 25 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. One of their biggest concerns in 2020 – “I don’t think you’re listening to me”.

The four key areas are:

1)           Do You Play Catch (or Pitch)? – Communication moves back and forth and requires two (or more) participants. If you’re going to play the game you had better know the rules (oh, and your parents were right all along… sorry!)

2)           Filling the Funnel – You have to fill your funnel with better questions in order to move communication forward (or backward). The better questions you ask, the better answers you’ll receive – but only when you learn to pay attention to what’s coming next…

3)           Can You Hear Me Now? – There are two kinds of listening (three if we’re being really technical…), which one you choose to use will determine how successful you are. A discussion of the “five second rule” will help reinforce point.

4)           The Golden Rule of Communication – Surprise! It’s not “They who have the gold make the rules”. It’s this: Sense – Evaluate – Respond – Repeat. Simple – Yes. Easy – No.

Get ready to truly communicate with your clients – because if you’re not willing to communicate, prepare to watch your clients take their assets and seek out someone who will.

Robert Gignac will be speaking at a Island Savings Webinar Event on November 25th, 2020. His topic will be “Lead or be Left Behind – A Covid Tale” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind – A Covid-19 Tale”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Brexit (it’s still happening…), President Trump (and a 2020 election year…) and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will demographics, global economics, politics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals and the need for SMARTER goals.

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and virtual technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Hey Island Savings Webinar attendees – Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the November 25th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. There is no way to know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the November 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the November 18th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. There is no way to know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the November 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the Inforce Group Fall 2020 Symposium on November 5th. His topic will be “Stop Playing Chess in a PokerStars World”.

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. But you don’t know who the best player is, or the role that luck & emotion played. It’s possible to play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire. Join us at the Inforce Group Fall 2020 Symposium to hear more…

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on November 2nd, 2020. His topic will be “A Peek Inside Your Client’s Mind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Session Synopsis:

In today’s hyper-competitive financial market your existing and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away. Here is a
question: Have you peeked inside their mind? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they must make for themselves
and their families. Leadership is only one aspect – toss Covid-19, Brexit (still happening…), a 2020 US election and a millennial cohort who think financial advisors are “so last decade” into the mix.
Finally, how do you deal with an estimated 700-Billion-dollar transfer of assets from one generation to the next – knowing that over 50% of those who inherit “fire” the advisor who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider. Robert has over 25 years experience as a client of the Canadian financial services industry and he has spoken with clients just like yours from coast-to-coast. Their concerns might surprise you; likely scare you, but they will certainly enlighten you. Get ready to lead – because if you will not (or aren’t willing to…) provide leadership for your clients, you won’t be keeping your clients.

The four key takeaways will be:

1) Understanding your client’s “Current Reality” – What keeps us awake at night? What stops us from committing to the client/advisor relationship? Has Covid-19 affected our reality? How will technology and potential regulatory changes affect yours?

2) Developing a client’s picture of their “Richly Imagined Future” – Your ability to help client’s “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table.

3) Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and technology will hamper your growth as financial professionals.

4) Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us.

Get ready to inspire and educate your clients – and perhaps most importantly – take a peek inside your client’s mind. If you are not willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the October 28th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the October 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the CUSO Wealth Strategies Fall Symposium event on October 22nd. His topic will be “What Your Member Said (While You Weren’t Listening…)”.  The program looks at the role of the Credit Union Professional at it relates to the members.

Session Synopsis:

A decade ago we watched a series of TV commercials featuring a Verizon Cellular technician wandering across America asking the question “Can you hear me now?” Fast forward to 2020 and your clients are seeking true financial and insurance advice from you and sometimes having to resort to asking “Can you hear me now?”

Clear and effective communication is at the core of every successful client/financial professional relationship. Unfortunately, one of the leading causes of client dissatisfaction and eventual financial services provider breakup can be directly attributed to ineffective or improperly structured communication.

Important? Absolutely! Your existing clients and prospective clients at CUSO Wealth have no shortage of financial professional and financial services alternatives to choose from. Keeping them happy and engaged can be a difficult task in today’s hyper-competitive environment – assuming you are doing everything well. If financial professionals drop the ball on something as basic as clear and consistent client communication, they will be fighting an uphill battle to retain their clients.

 Understanding the role that jargon plays in hindering communication is critical. Why do we create material with a Flesch-Kincaid readability score of 30-40 (college graduate) when the average Canadian reads at 60-70 (7^th-8^th grade)?

Robert will offer concrete examples of what clients are struggling with today (and they have no idea how to talk to you about…) and how CUSO Wealth financial professionals can start to bridge the communication gap with your most valuable asset. Robert has over 25 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. One of their biggest concerns in 2020 – “I don’t think you’re listening to me”.

The four key areas are:

• Do You Play Catch (or Pitch)? – Communication moves back and forth and requires two (or more) participants. If you’re going to play the game you had better know the rules (oh, and your parents were right all along… sorry!)
• Filling the Funnel – You must fill your funnel with better questions in order to move communication forward (or backward). The better questions you ask, the better answers you’ll receive – but only when you learn to pay attention to what’s coming next…
• Can You Hear Me Now? – There are two kinds of listening (three if we’re being really technical…), which one you choose to use will determine how successful you are. A discussion of the “five second rule” will help reinforce point.
• The Golden Rule of Communication – Surprise! It’s not “They who have the gold make the rules”. It’s this: Sense – Evaluate – Respond – Repeat. Simple – Yes. Easy – No.

 Get ready to truly communicate with your clients – because if you’re not willing to communicate, prepare to watch your clients take their assets and seek out someone who will.

Robert Gignac will be speaking at the October 15th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the October 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the October 7th 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the September 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on August 25th, 2020. His topic will be “A Peek Inside Your Client’s Mind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Session Synopsis:

In today’s hyper-competitive financial market your existing and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away. Here is a
question: Have you peeked inside their mind? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they must make for themselves
and their families. Leadership is only one aspect – toss Covid-19, Brexit (still happening…), a 2020 US election and a millennial cohort who think financial advisors are “so last decade” into the mix.
Finally, how do you deal with an estimated 700-Billion-dollar transfer of assets from one generation to the next – knowing that over 50% of those who inherit “fire” the advisor who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider. Robert has over 25 years experience as a client of the Canadian financial services industry and he has spoken with clients just like yours from coast-to-coast. Their concerns might surprise you; likely scare you, but they will certainly enlighten you. Get ready to lead – because if you will not (or aren’t willing to…) provide leadership for your clients, you won’t be keeping your clients.

The four key takeaways will be:

1) Understanding your client’s “Current Reality” – What keeps us awake at night? What stops us from committing to the client/advisor relationship? Has Covid-19 affected our reality? How will technology and potential regulatory changes affect yours?

2) Developing a client’s picture of their “Richly Imagined Future” – Your ability to help client’s “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table.

3) Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and technology will hamper your growth as financial professionals.

4) Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us.

Get ready to inspire and educate your clients – and perhaps most importantly – take a peek inside your client’s mind. If you are not willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the September 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Join us at the September 2020 Financial Planners Forum Webcast!

Robert Gignac will be speaking at the September 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Robert Gignac will be speaking at an Advocis Newfoundland & Labrador Webinar Event on August 27th, 2020. His topic will be “Lead or be Left Behind (A Covid Tale)” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind – A Covid Tale”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Brexit (it’s still happening…), President Trump (and a 2020 election year…) and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will demographics, global economics, politics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals and the need for SMARTER goals.

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and virtual technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Hey Advocis Peel Halton Webinar attendees – Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on August 25th, 2020. His topic will be “What Your Client Said (While You Weren’t Listening…)” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Session Synopsis:

A decade ago we watched a series of TV commercials featuring a Verizon Cellular technician wandering across America asking the question “Can you hear me now?” Fast forward to 2020 and your clients are seeking true financial and insurance advice from you and sometimes having to resort to asking “Can you hear me now?”

Clear and effective communication is at the core of every successful client/financial professional relationship. Unfortunately, one of the leading causes of client dissatisfaction and eventual financial services provider breakup can be directly attributed to ineffective or improperly structured communication.

Important? Absolutely! Your existing clients and prospective clients have no shortage of financial professional and financial services alternatives to choose from. Keeping them happy and engaged can be a difficult task in today’s hyper-competitive environment – assuming you are doing everything well. If financial professionals drop the ball on something as basic as clear and consistent client communication, they will be fighting an uphill battle to retain their clients.

 Understanding the role that jargon plays in hindering communication is critical. Why do we create material with a Flesch-Kincaid readability score of 30-40 (college graduate) when the average Canadian reads at 60-70 (7^th-8^th grade)?

Robert will offer concrete examples of what clients are struggling with today (and they have no idea how to talk to you about…) and how financial professionals can start to bridge the communication gap with your most valuable asset. Robert has over 25 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. One of their biggest concerns in 2020 – “I don’t think you’re listening to me”.

The four key areas are:

• Do You Play Catch (or Pitch)? – Communication moves back and forth and requires two (or more) participants. If you’re going to play the game you had better know the rules (oh, and your parents were right all along… sorry!)
• Filling the Funnel – You must fill your funnel with better questions in order to move communication forward (or backward). The better questions you ask, the better answers you’ll receive – but only when you learn to pay attention to what’s coming next…
• Can You Hear Me Now? – There are two kinds of listening (three if we’re being really technical…), which one you choose to use will determine how successful you are. A discussion of the “five second rule” will help reinforce point.
• The Golden Rule of Communication – Surprise! It’s not “They who have the gold make the rules”. It’s this: Sense – Evaluate – Respond – Repeat. Simple – Yes. Easy – No.

 Get ready to truly communicate with your clients – because if you’re not willing to communicate, prepare to watch your clients take their assets and seek out someone who will.

Robert Gignac will be speaking at the August 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Robert will be participating in his first Facebook Live with Neela Mannan and Maysoon Mannan from Experior Financial. It is the last episode in their “Taking Control of Your Finances” series. I’m looking forward to both being interviewed by them and taking some questions from the attendees (and I hope I have some answers!).

Robert Gignac will be speaking at a Freedom 55 Financial Webinar Event on August 13th, 2020. His topic will be “Lead or be Left Behind – A Covid Tale” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind – A Covid-19 Tale”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Brexit (it’s still happening…), President Trump (and a 2020 election year…) and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will demographics, global economics, politics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals and the need for SMARTER goals.

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and virtual technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Hey Freedom 55 Financial Webinar attendees – Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the July 2020 Financial Planners Forum Webcast sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

Presentation Synopsis – “Stop Playing Chess in a PokerStars World”

If all you know is the outcome of a game of Chess – you can conclude with almost 100% accuracy that the best player won. There is no roll of the dice that suddenly removes your opponent’s bishop from the board. The outcome is determined by how skillfully each player moves their pieces.

 If you know who has the most chips at the end of a game of Poker – what do you know? You know who had the most chips. You don’t know who the best player is, or the role that luck & emotion played. You can play poorly and win, or be the best player and lose.

 In Chess you see your opponent’s pieces. In Poker – there is always hidden information. There is no chance any of your clients might be keeping some aspects of their personal financial life hidden from view (and from you…) is there?

 Many of your clients think that personal finance is like Chess – if you have the right strategy, you will win. What happened to your client’s strategy during the 37% market drop in 22 days in March 2020? Suddenly, the client thinks the strategy is wrong and is tempted to change it. This can lead to an even worse outcome. But wait, then the market went up 42% over the next 52 days. Seriously?

 Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how financial professionals can take a leadership role as their financial services/product provider by changing from a one-dimensional game (chess) to a multi-dimensional one (poker). Robert has over 25 years experience as a client of the financial services industry and via his International bestseller “Rich is a State of Mind” he has spoken with clients just like yours, from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

 The four key takeaways will be:

1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might not win again.
2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

 It’s been said “To change your results, sometimes you have to change the game”. Take the challenge to change your game – and your clients outcomes – to build the business you desire.

Robert Gignac will be speaking at an Advocis Peel Halton Webinar Event on April 9th, 2020. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind – A Covid-19 Tale”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Brexit (it’s still happening…), President Trump (and a 2020 election year…) and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will demographics, global economics, politics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals and the need for SMARTER goals.

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Hey Advocis Peel Halton Webinar attendees – Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be leading a discussion on “Story Telling for Financial Advisor Success” on July 9th. The event is sponsored by Aviso Wealth.

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on June 16th, 2020. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at a private consultant Webinar event on June 15th for IG Wealth Management (Ontario West). His topic will be “Lead or be Left Behind”, a look at the role of the client/advisor relationship as seen by an actual client of the industry. 

Presentation Synopsis – “Lead or Be Left Behind”  

In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses. Will you “Lead” or be “Left Behind”?

If COVID-19 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the 2020 Paddock Motor Club Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “Lead or be Left Behind”. We’ll look at the advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty clients don’t understand. I’ll cover that as well. Details available here: CE-Credits Kitchener

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Now that it’s 2020, will you “Lead” or be “Left Behind”? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The 2017 rollout of CRM2 (oh, don’t worry, CRM3 is next…) into your client’s statements added another layer of complexity into your role as their financial professionals – especially for those who chose to delayed having those conversations with their clients. If CRM2 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at a Pro-Seminars Webinar Event on May 19th, 2020. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the The Canadian Association of Farm Advisors Summit on June 4th. He will be delivering “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship. The program will examine how Farm Advisors can have a positive impact on the lives of their clients.

More details are available here: https://www.cafanet.ca/

Robert Gignac will be speaking at the Advocis Peel Halton Breakfast on April 22nd. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Now that it’s 2020, will you “Lead” or be “Left Behind”? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The 2017 rollout of CRM2 (oh, don’t worry, CRM3 is next…) into your client’s statements added another layer of complexity into your role as their financial professionals – especially for those who chose to delayed having those conversations with their clients. If CRM2 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at a private consultant Webinar event on May 13th for IG Wealth Management (Windsor). His topic will be “Lead or be Left Behind”, a look at the role of the client/advisor relationship as seen by an actual client of the industry. 

Presentation Synopsis – “Lead or Be Left Behind”  

In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses. Will you “Lead” or be “Left Behind”?

If COVID-19 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the 2020 Toronto East Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “Lead or be Left Behind”. We’ll look at the advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty clients don’t understand. I’ll cover that as well. Details available here: CE-Credits Kitchener

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Now that it’s 2020, will you “Lead” or be “Left Behind”? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The 2017 rollout of CRM2 (oh, don’t worry, CRM3 is next…) into your client’s statements added another layer of complexity into your role as their financial professionals – especially for those who chose to delayed having those conversations with their clients. If CRM2 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the 2020 Kitchener Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “Lead or be Left Behind”. We’ll look at the advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty clients don’t understand. I’ll cover that as well. Details available here: CE-Credits Kitchener

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Now that it’s 2020, will you “Lead” or be “Left Behind”? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The 2017 rollout of CRM2 (oh, don’t worry, CRM3 is next…) into your client’s statements added another layer of complexity into your role as their financial professionals – especially for those who chose to delayed having those conversations with their clients. If CRM2 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at an Advocis Vancouver Webinar Event on April 9th, 2020. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Will you “Lead” or be “Left Behind”? In the midst of the current COVID-19 crisis – your clients are looking for financial leadership Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

If COVID-19 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion-dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has Covid-19 affected our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviours change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Robert Gignac will be speaking at the CEAN Hamilton/Halton event  on April 8th. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

In today’s hyper-competitive financial market your existing clients and prospective clients have no shortage of financial professionals and financial services organizations trying to lure them away from you. Now that it’s 2020, will you “Lead” or be “Left Behind”? Your clients are looking for financial leadership – solid advice and guidance in making the tough financial decisions they have to make for themselves, their families and in many cases, their businesses.

The 2017 rollout of CRM2 (oh, don’t worry, CRM3 is next…) into your client’s statements added another layer of complexity into your role as their financial professionals – especially for those who chose to delayed having those conversations with their clients. If CRM2 was not enough on its own – toss Robo-Advisors, Brexit, President Trump and a millennial cohort who think financial advisors are “so last decade” into the mix. Finally, how do you deal with the impending estimated 700 Billion to 1.2 Trillion dollar transfer of assets from one generation to the next – knowing that over 75% of those who inherit, “fire” the advisors who grew the assets.

Robert’s engaging presentation will offer concrete examples of what clients (and prospects…) are struggling with today and how Advocis members can take a leadership role as their financial services/product provider. Robert has over 20 years experience as a client of the Canadian financial services industry and via his Canadian bestseller “Rich is a State of Mind” he has spoken with clients just like yours from coast to coast. Their concerns might surprise you.  They might scare you. They will certainly enlighten you.

The four key takeaways will be:

• Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How did CRM2 affect our reality? How will Robo-Advisors, demographics, global economics and future regulatory issues affect yours?

• Developing a client’s picture of their “Richly Imagined Future” – Your ability to help clients “picture” their future and discuss their goals will be the key to bringing the right mix of products and services to the table. Includes a discussion of SMART goals (and why they’re not always the answer to the problem).

• Developing an aptitude for “Disruption” – Some of your clients will not obtain the future they want – even with your help – unless certain financial behaviors change. At a professional level – your reluctance to embrace social media and Robo-Advisor technology will hamper your growth as financial professionals as well.

• Helping clients understand the power of “Choice” – Teaching us that “The choices you make determine the life you lead” and helping clients cut through the “clutter” of financial industry options may be one of the most important things you do for us. At the same time, understanding that “Was it all Worth It?” will be the most important question that your client ever asks – not of you – but of themselves.

Get ready to inspire and educate your clients – and perhaps most importantly – lead them – because if you aren’t willing to accept the leadership role, when you look behind you – there may not be any clients following.

Taking a little R&R time with my Sweetie!

Robert Gignac will be speaking at the La Capitale Professional Development Day 2020 day February 4th. He will be delivering his updated “Lead or be Left Behind” program. It is a look at the “client side” of the Advisor/Client relationship. The material is based on his Canadian best-seller “Rich is a State of Mind”.