CE-Credits.ca Financial Planners Forum – Markham (*** Live In-Person ***)

november, 2021

17novAll DayCE-Credits.ca Financial Planners Forum - Markham (*** Live In-Person ***)Hilton Garden Inn - Markham

Event Details

Robert Gignac will be speaking at the November 17th 2021 Financial Planners Forum *Live* Event in Markham, Ontario sponsored by CE-Credits.ca. His topic will be “Stop Playing Chess in a PokerStars World. Details available here: CE-Credits

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

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

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

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

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

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

 The four key takeaways will be:

  1. Dealing with a “Bad Beat” – A Bad Beat is a hand in poker that should be a winner – but loses. They bet a strong hand – the opponent makes a poor call that turns out in their favour. Your clients likely had a full house – Covid-19 tossed 4 Jacks onto the table – and the media is saying they might never win again.
  2. Playing the Next Hand – Just because you lose a hand you should have won, you don’t quit. Ask yourself the question – “What was the Goal?” and perhaps more importantly, how can we create “SMARTER” goals to better adapt to changing situations?
  3. Rhythm Disrupting – How can you help your clients change trajectory toward their financial future. Help them become a 1%’er in terms of time management, help them plug holes in their bucket and keep them away from “financial fantasy” media.
  4. Going “All In” – helping your client create the commitment to their financial success is not as difficult as you might think – everyone talks about “influencers” – it’s your time to become one.

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

Join us at the November 17th 2021 Financial Planners Forum *Live* Event!

Time

All Day (Wednesday)

Location

Hilton Garden Inn - Markham

Organizer

CE-Credits.caalan@ce-credits.ca

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