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 featured at the Aviso Wealth BERT (Bringing Experts & Resources Together) 2020 Atlantic Canada event. 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”.

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”.

Robert Gignac will be leading a discussion on “Story Telling for Financial Advisor Success” on January 30th. The event is sponsored by Aviso Wealth.

Robert Gignac will be speaking at the The Co-operators Professional Development Day 2020 day January 20/21st. He will be delivering “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship. He will also be delivering his new “What Your Client Said (While You Weren’t Listening…) program. Both are based on his Canadian best-seller “Rich is a State of Mind”

Robert Gignac will be a guest at the Certified Executive Advisor Network – Hamilton/Halton Chapter on January 15th, 2020. Join us….

You’re invited to attend an information session for Hamilton/Halton for CEAN members, CEA designates and candidates, and guests.

If you offer services that executors turn to in the course of their duties, then you NEED to join us. Bring a colleague who will benefit from this valuable network!

Lawyers   Financial Planners   REALTORS®   Pre-Planners   Accountants  Life Insurance Brokers   Appraisers   Funeral Directors   and more…

• Information about the Certified Executor Advisor training program  (CEA)
• Invitation to become a Certified Executor Advisor Network member (CEAN)
• Networking of current CEAN members and other CEA designates, candidates and guests

Mark O’Farrell, President of the Canadian Institute of Certified Executor Advisors, will be on hand. He’ll explain the purpose of CEAN, the benefits for all CEA professions and the vision for CEAN Hamilton/Halton.  Bring all your questions!

Robert Gignac will be speaking at the Inforce Group AGM on January 11th. His will be delivering “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship.

Robert Gignac will be speaking at the Experior Financial – 2020 Kickoff Summit sponsored by Experior Financial. His topic will be “Booking More Business”, a look at how to use the Canadian Best-Seller “Rich is a State of Mind” to grow your financial services practice.

Robert’s topic will be “A Client Talks About Clients”. It is a four step process looking at the advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – because there is plenty clients don’t understand. So, I’ll cover that as well. Details are available here: CE-Credits Toronto Pearson

Robert Gignac will be speaking at the 2019 Kitchener Financial Planners Forum sponsored by CE-Credits.ca. His topic will be “A Client Talks About Clients”. 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

Robert Gignac will be speaking at the 2019 PPI Wealth Forum on November 28th. His will be delivering “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship.

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”. I’ll explain a four step process looking at the advisor’s role (which many times the advisor doesn’t understand…) 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 Bowmanville

Robert Gignac will be featured at the 2019 Valley First Summit. 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 as 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 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 Advocis Victoria Chapter PD Day on November 7th. 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 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’s topic will be “A Client Talks About Clients”. It is a four step process that looks at the advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty clients don’t understand. So, we’ll cover that as well. Details are here: CE-Credits.ca Ottawa

Robert Gignac will be speaking at a private member event for Servus Credit Union on October 5th, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert Gignac will be speaking at a private member event for Servus Credit Union on October 3rd, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert Gignac will be speaking at a private member event for Servus Credit Union on October 3rd, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert Gignac will be speaking at a private member event for Servus Credit Union on October 2nd, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert Gignac will be speaking at a private member event for Servus Credit Union on October 1st, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert Gignac will be speaking at a private member event for Servus Credit Union on September 30th, 2019. His topic will be “Your Richly Imagined Future”. It is a look at the role of the member in the member/financial professional relationship. Surprisingly, not from the financial professionals’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.

Robert is happy to be speaking at the 20th Annual Pro-Seminars Las Vegas Conference. His topic will be “What Your Client Said (While You Stopped Listening)”. A look at the “client side” of the Advisor/Client relationship. We’ll also talk about clients too, so don’t worry! Details here: Pro-Seminars’ National Advisor Conference – 20th Year Anniversary!

Robert Gignac will be speaking at the 2019 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’s topic will be “A Client Talks About Clients”. We’ll look at a four step process for advisor’s role in the “Client/Advisor” relationship. Oh, don’t worry – there is plenty the clients don’t understand. So, we’ll cover that as well. Details available here: CE-Credits Toronto Pearson