Client-Partnering in Economic Uncertainty
Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing issues impacting financial planning today. Following each interview, you will participate in a group discussion activity to reinforce an area or areas addressed during the interview.
All eyes are on the economy and how potential uncertainty will impact both investments and insurance. What market indicators are pointing to a financial market downturn? Advisors must take thoughtful steps to manage client behaviour in all their life stages. Update 2020 will focus on what communication strategies need to be implemented for retired clients or those planning for retirement. It will also focus on how to strengthen relationships with clients by having proactive conversations and by being an emotionally intelligent advisor. Finally, Update 2020 will focus on technical estate planning strategies for small business owners.
Interviews focus on:
- Market Uncertainty and Client Behaviour
- Strategies for Clients who are Retired or Planning for Retirement
- Estate Planning for Small Business Owners
- The Emotionally Intelligent Advisor
Presented by individual Advocis chapters across Canada, Update 2020 is a full-day facilitated seminar or National Webinar that includes four video-taped interviews with industry experts followed by group discussion activities for each interview.
Individuals who register for an Update 2020 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.
Who Can Register
Update 2020 is available for Advocis members and non-members.
Participants earn six (6) CE credits (includes 1 ethics) for full-day participation for the Seminar or National Webinar, and an additional six (6) CE credits (includes 1 ethics for Module 4) upon successful completion of the Advanced Learning Modules. Click here for more details.
Update 2020 Highlight Video
*Bonus Segment: The Impact of COVID-19 on the Economy and Canadians
Steven W. Shepherd
Director, Portfolio Manager
Global Multi-Asset Team
BMO Asset Management Inc.
Description: Steven Shepard, Portfolio Manager for the Global Multi-Asset Team at BMO Asset Management Inc., and Advocis Update 2020 presenter, shares his thoughts on the impact of COVID-19 on the economy and its effect on Canadians.