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.

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 a private consultant event on May 4th 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 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 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 Windsor Financial Planners 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

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

Presentation Synopsis – “Lead or Be Left Behind”  

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

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

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

The four key takeaways will be:

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

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

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

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

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

Robert Gignac will be speaking at 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 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 the CUMA 2020 event on September 14th. His topic will be “What Your Member Said (While You Weren’t Listening)”, a look at the role of the Credit Union Professional within the member relationship – based on Robert’s new book “Your Richly Imagined Future”

Robert Gignac will be speaking at the CUSO Wealth Strategies Fall Symposium event on September 17/18th. His topic will be “What Your Member Said (While You Weren’t Listening…)”.  The program looks at the role of the Credit Union Professional at it relates to the members.

Robert Gignac will be speaking at the Desjardins PD Day on September 23rd. His topic will be “Lead or be Left Behind” a look at the “client side” of the Advisor/Client relationship, based on his book “Rich is a State of Mind”.

Presentation Synopsis – “Lead or Be Left Behind”  

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

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

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

The four key takeaways will be:

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

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

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

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

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

Robert Gignac will be speaking at the Inforce Group AGM on January 11th. His will be delivering “A Peek Inside Your Client’s Mind” a look at the “client side” of the Advisor/Client relationship.

Robert Gignac will be speaking at the Canada Life Fall Professional Development Day 2020 day October 15th. 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 speaking at the Mainstreet Credit Union “All Hands” 2020 event on November 11th. His topic will be “Lead or Be Left Behind”, a look at the role of the credit union professional within the member relationship. More details available here: Mainstreet Credit Union

Taking a little R&R time with my Sweetie!

Taking a little R&R time with my Sweetie!