October 25, 2016
Ottawa, ON SESSION DESCRIPTIONS Principles to Govern Your Practice - Lorne Robinson (.5 CE credit) This session will reveal five key principles that every Christian advisor should understand in order to embrace an eternal perspective in their business. Applying these principles will help us embrace a biblical worldview as it relates to the financial advice we provide and help us become professionally competent in an ever changing industry.
Active listening for Client Communication - Ray Borg (1 CE credit) The largest part of our day whether working or otherwise is spent communicating. As an advisor, or in any other role, communication is a key dynamic in building relationships. However at times it is easy to become so focused on what we are going to say, we may completely miss what the person across the table is saying. This workshop will teach us how to improve our ability to identify needs and desires, match them with the best plans, products and services while enhancing our relationships with those we serve.
Challenging Conversations with Clients – Brad Smith ( 1 CE credit) Several years ago, Brad took the Kingdom Advisors Core Training and was challenged to work his personal convictions out more intentionally in his client process. This journey of faith / work integration has led Brad to completely renovate his interactions with clients on a number of levels. In this interview, he and Lorne Robinson discuss his journey and talk about some of the important points that he has learned along the way. Benefit from the lessons that Brad’s experience and expertise can offer. Advising Amidst Fear and Uncertainty – (panel advisors) (1 CE credit) Fear and uncertainty are constant when we consider the changes that can occur in clients lives: loss of a spouse or loved one (accident, sickness, death, divorce), change in employment status (loss of business, job), or even changes in family circumstances and relationships. Added to that are today’s investment environment and economic challenges. Advisors are expected to help clients navigate these unpredictable situations. These conversations can be difficult to manage and panelists will reveal how their use of Biblical principles and wisdom in their practices are key in helping clients not only make important financial decisions but remain constant in the midst of ongoing change.
October 25, 2016
Ottawa, ON SESSION DESCRIPTIONS continued BMG - Brandon White (.5 CE credit) Conference sponsor, Bullion Management Group will lead a session with local advisors who have included gold and precious metals as part of their investment strategy with clients. Together we will explore the Biblical rationale for how precious metals fit into an investment strategy as well as the portfolio design reasons. And lastly, we’ll explore examples of how to successfully present the concept to clients.
The Contentment Conversation – Brad Smith ( 1 CE credit) We can create a more dynamic client relationship by personalizing the conversations we have with our clients, from the initial discovery meeting to annual reviews. We can help them pursue new goals: financial contentment and peace of mind. Using the five uses of money, with a focus on contentment, Brad will lead us in a new direction to measure success in client relationships.
Financial leadership in your communities – Compass Canada – Ray Borg As financial professionals we are often seen as the local financial 'expert' in our families, church communities and other organizations we may be involved with. In this capacity we may be key catalysts and conduits of important information in this significant area. Learn how Compass Canada can assist us through the provision of small groups study materials and resources. These resources provide a Biblical foundation and understanding from God's perspective on this significant area of a Christian's discipleship process.
How Changing the Conversation can Strengthen your Value Proposition - Lorne Jackson (1 CE credit) How can we, as Kingdom minded advisors, set ourselves apart? What tools should be in our toolkits? How do we bring the presence of God to those we advise? During this session we will explore the role of philanthropy as part of an investment strategy and a means to set ourselves apart as advisors who serve our clients over the long term.