Taking a little R&R downtime with my Sweetie! I will likely check my email once a day (but no guarantees….), same goes for voicemail… be sure to take some R&R time for yourself – it’s good for you (and the people that you care about…).

Robert Gignac will be speaking at Advocis Simcoe Muskoka on February 14th He will be delivering his “Stop Playing Chess in a PokerStars World” program which debuted at MDRT 2022 in Sydney, Australia and updated for the Advocis Banff School in August 2023.

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:

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 never win again.

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?

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.

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.

Taking a little R&R downtime with my Sweetie! I will likely check my email once a day (but no guarantees….), same goes for voicemail… be sure to take some R&R time for yourself – it’s good for you (and the people that you care about…).

Robert Gignac will be speaking at the CE-Credits.ca Webcast – December 28th. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           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 pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – December 28th – see you there!

Robert Gignac will be speaking at the CE-Credits.ca Webcast – December 13th. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           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 pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – December 13th – see you there!

Robert Gignac will be speaking at the Advocis Hamilton MDRT Day on November 30th. He will be delivering his “Stop Playing Chess in a PokerStars World” program which debuted at MDRT 2022 in Sydney, Australia and updated for the Advocis Banff School in August 2023.

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:

Dealing with a “Baddy 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 never win again.

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?

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.

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 the CE-Credits.ca Webcast – November 29th. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           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 pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – November 29th – see you there!

What does “Your Richly Imagined Future” look like?

Join Robert and the team from Windsor Family Credit Union on November 7th for an exciting “live & in person” 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?

What does “Your Richly Imagined Future” look like?

Join Robert and the team from Windsor Family Credit Union on November 6th for an exciting “live & in person” 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?

Robert Gignac will be speaking at the CE-Credits.ca Webcast – November 1st. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           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 pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – November 1st – see you there!

Program: 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 dice roll 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 has 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.

Chess is cerebral and played in one dimension against a single opponent. Poker is also cerebral but played in multiple dimensions and against multiple opponents where
a single turn of a card “the luck factor” plays a critical role. In Chess you can see your opponent’s pieces. In Poker – there is always hidden information. Is there any chance that the clients you have (and the prospects you hope to convert into clients) might be keeping some aspects of their personal financial lives hidden from view (and from you…)? If you think the answer is “My client would never do that!” – I have some potentially distressing news for you. They are.

Many of your clients think that personal finance is like chess – if they have the right strategy (and you as their trusted advisor) they will win. What happened to your client’s strategy in the early months of Covid-19 pandemic when global stock markets plummeted by 40% in March 2020? Suddenly, your client thinks their strategy is wrong and is tempted to change it (even worse, what if they think what happened is your fault?). We all know changes made during times of stress can lead to an even worse outcome. But wait, the global markets went up almost 50% over the next three months, and it’s been a roller-coaster ride since then. Nice.

In a global “post-pandemic” hyper-competitive financial marketplace, your clients and prospects have no shortage of advisors and companies trying to lure them away. I have a question for you: Will you lead or be left behind? Your clients (and prospects…) are looking for true financial leadership – solid time-tested advice and guidance to help them make the often-difficult financial decisions regarding insurance and investments as they seek to create a “Richly Imagined Future” for their families.

I will be sharing concrete real-world examples with the attendees of what their clients (and prospects) are struggling with in a post-pandemic environment and how financial professionals can (and must!) take a leadership role as their financial services provider. The key? Change from advising in one-dimension (chess) to a multi-dimensional style (poker).

My four-part process for accomplishing this will cover the following topics:

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 favor. What about the 90-80-70 rule? Do you know how much it will affect your practice – I hope you do.

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? But accomplishing goals is impacted by our “decision making” strategy, I’ll be taking attendees through a Decision / Outcome matrix as it relates to most every aspect of life. We forget that life is much more like poker than chess – good things or bad things can happen because of luck.

3) Rhythm Disrupting – How can you help your clients change trajectory toward their financial future? Help them plug holes in their financial bucket and keep them away from “financial fantasy” media. I will include my own personal experience with “The Diderot Effect” – in short, the more “shiny new stuff” they buy, the more they want, and you need to break your clients of this self-defeating habit.

4) Going “All In” – Helping your clients 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. True professionals influence through conversation – because they are willing to have life’s “difficult discussions” with clients.

Do you want to supercharge your business results? Then take on the challenge to change your game, solidify your client’s outcomes (creating an army of referring fans), increase your conversion rate with your prospects and you’ll be on your way to creating the business you’ve been dreaming about.

Robert Gignac will be speaking at the CE-Credits.ca Webcast – October 18th. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           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 pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – October 18th – see you there!