Robert Gignac will be speaking at the 2019 Advisor Education Forum (Markham) sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. More details available here: CE-Credits Markham

Robert Gignac will be speaking at the 2019 Advocis Saugeen Chapter PD Day on June 5th. 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”? 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 2019 Financial Planners Forum (Casino Rama) sponsored by CE-Credits.ca. His topic will be “What Your Client Said (While You Weren’t Listening…)”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Casino Rama

Robert Gignac will be speaking at a private client event for Living Financial on April 24th, 2019. His topic will be “Your Richly Imagined Future”, a look at the role of the client/advisor relationship. As a client of Canadian financial industry Robert wrote the best-seller “Rich is a State of Mind”. The evening will cover goal setting, motivation, personal development, truths and realities about money. But don’t worry, it’s not all financial, quite a few laughs will be shared along the way.

Robert Gignac will be featured at the Credential BERT (Bringing Experts & Resources Together) 2019 Roadshow. His “Lead or be Left Behind” keynote looks at the “member side” of the Advisor/Member relationship. The perspective is through the eyes of actual Canadian Financial Industry client (ps: that’s Robert!). The material is based on 25 years of being a client of the Canadian financial services industry. Robert is also the author of the Canadian best-seller “Rich is a State of Mind”.

Robert Gignac will be featured at the Credential BERT (Bringing Experts & Resources Together) 2019 Roadshow. His “Lead or be Left Behind” keynote looks at the “member side” of the Advisor/Member relationship. The perspective is through the eyes of actual Canadian Financial Industry client (ps: that’s Robert!). The material is based on 25 years of being a client of the Canadian financial services industry. Robert is also the author of the Canadian best-seller “Rich is a State of Mind”.

Robert Gignac will be featured at the Credential BERT (Bringing Experts & Resources Together) 2019 Roadshow. His “Lead or be Left Behind” keynote looks at the “member side” of the Advisor/Member relationship. The perspective is through the eyes of actual Canadian Financial Industry client (ps: that’s Robert!). The material is based on 25 years of being a client of the Canadian financial services industry. Robert is also the author of the Canadian best-seller “Rich is a State of Mind”.

Robert Gignac will be featured at the Credential BERT (Bringing Experts & Resources Together) 2019 Roadshow. His “Lead or be Left Behind” keynote looks at the “member side” of the Advisor/Member relationship. The perspective is through the eyes of actual Canadian Financial Industry client (ps: that’s Robert!). The material is based on 25 years of being a client of the Canadian financial services industry. Robert is also the author of the Canadian best-seller “Rich is a State of Mind”.

Robert Gignac will be featured at the Credential BERT (Bringing Experts & Resources Together) 2019 Roadshow. His “Lead or be Left Behind” keynote looks at the “member side” of the Advisor/Member relationship. The perspective is through the eyes of actual Canadian Financial Industry client (ps: that’s Robert!). The material is based on 25 years of being a client of the Canadian financial services industry. Robert is also the author of the Canadian best-seller “Rich is a State of Mind”.

Robert Gignac will be speaking at a private client event for Angela Alphonse & Associates on March 28th, 2019. His topic will be “Your Richly Imagined Future”, a look at the role of the client/advisor relationship. Surprisingly, not from the advisor’s perspective, but as seen by an actual client of the industry. The topics will cover personal finance, insurance, goal setting and personal development. We’ll talk about the truths and realities about being a client of the Canadian investment industry. Dry stuff? Not at all, quite a few laughs will be shared along the way.

As I tell financial professionals all the time – you need to take time to recharge and develop on personal level if you are to maximize your client engagement and do your best work. I will be doing that for myself during this time period. How? By taking a group of high-school students to Europe to help them experience their first international travel (for many), and to develop a taste for different languages and cultures as we visit Switzerland & Italy. If you do reach out to me – I will get back to you – but it’s unlikely to be during this time period. Make sure you spend some time developing others!

Robert Gignac will be speaking at the The Co-operators Professional Development day on January 28th. 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”.

Robert Gignac will be speaking at the Sun Life Financial Professional Development day on January 25th. 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”.

Robert will be in the WE-TV studio in Windsor, Ontario to record new episodes for Season 2 of WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert will be in the WE-TV studio in Windsor, Ontario to record new episodes for Season 2 of WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert Gignac will be speaking at the 2018 Toronto Pearson Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Toronto Pearson

Robert Gignac will be speaking at the 2018 London Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well.  Details available here: CE-Credits London

Robert will be speaking at the Career Pathways Day event at Milton District High School on Dec 5th – sharing his experiences about a very non-traditional career path. He is hoping to encourage and perhaps even inspire the Grade 12 classes at MDHS to take a broader approach to their education and encourage them that there really is no wrong path as long as you are willing to learn something along the way and be willing to change direction if you feel stuck or unfulfilled.

Robert Gignac will be speaking at the 2018 Bowmanville Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Bowmanville

Robert Gignac will be speaking at the 2018 Hamilton Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Hamilton

Robert Gignac will be in the WE-TV studio to record new episodes of the new personal finance show WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert Gignac will be attending The 5^th Annual ETF Conference ~ Canada’s Premier Educational Forum for Advisors on Exchange Traded Funds presented by the Canadian ETF Association and MindpathConferences

Robert Gignac will be speaking at the FaithLife Financial Professional Development day on November 15th. 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”.

Robert Gignac will be speaking at the Advisor Education Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. More details available here: CE-Credits Markham

Robert Gignac will be speaking at the Advisor Education Forum sponsored by CE-Credits.ca. His topic will be “What Your Client Said (While You Weren’t Listening…)”, a look at the advisor’s role in the “Client/Advisor” relationship. Details can be found here: CE-Credits Windsor

Robert Gignac will be joining Javed Khan of Empression Marketing to discuss Financial Literacy (November is Financial Literacy Month in Canada!), the myths and realities, how to get people more engaged with their money and the fact that it’s ok to suck at math – personal finance is all about behaviour. Tune in at 1:00pm today….

Robert Gignac will be in the WE-TV studio to record new episodes of the new personal finance show WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert Gignac will be speaking at the 2018 Casino Rama Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Casino Rama

Robert Gignac will be speaking at the 2018 Kitchener Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Kitchener

Robert Gignac will be in the WE-TV studio to record new episodes of the new personal finance show WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert Gignac will be speaking at the 2018 Toronto East Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the client’s don’t understand and he’ll cover that as well. Details available here: CE-Credits Toronto East

Robert Gignac will be in the WE-TV studio to record new episodes of the new personal finance show WE Talk Money. You can find all of the episodes at WE-TV.ca or at robertgignac.com/we-talk-money/ or here: http://we-tv.ca/we-talk-money-2/

Robert Gignac will be speaking at the S&P Dow Jones Indices – Master Class 2018 sponsored by S&P Dow Jones Indices. His topic will be “A Peek Inside Your Client’s Mind”, a four step process that examines the advisor’s role (which many times the advisor doesn’t understand…) in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the clients don’t understand too – and he’ll cover that as well. Laughs will be had! Honest.

Robert Gignac (RIASOM) will be speaking at the Advocis Peterborough PD Day along with Mark O’Farrell – President of CICEA (The Canadian Institute of Certified Executor Advisors (www.cicea.ca))  their topic will be “Estates – The Good, The Bad, The Ugly”, which also includes a look at the role of the financial professional in guiding their clients through the process of being an executor.

Robert Gignac will be speaking at the World Alternative Investment Summit 2018 on September 14th. 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”. Details available here: WAIS 2018 Canada

As I tell financial professionals all the time – you need to take time to recharge and develop on personal level if you are to maximize your client engagement and do your best work. I will be doing that for myself during this time period. If you do reach out to me – I will get back to you – but it’s unlikely to be during this time period. Make sure you spend some time this summer to recharge yourself!