A Client Looks at Advisor Value

Have you ever considered what our clients see when they look across the table? Have you ever thought about why our clients choose to work with us? Canadian Bestseller, Robert Gignac gives us a look at our profession from the clients point of view, and the perspective is stunning. This presentation provides you with an important perspective that will give you access to the thought process and the ultimate decision process of our clients. You will never think of our role in the success of your clients in the same way ever again! Full presentation time: 1h 0m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Business Conduct - Non-Ethics credit (in MFDA bundle) * CSI - 1 Compliance credit (in MFDA bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
A Client Looks at Advisor Value
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Robert Gignac

Robert Gignac is the owner of Rich is a State of Mind, focusing on personal and financial development. A sought-after speaker at seminars across North America, Robert writes articles on personal and financial development issues. He is the host of the Money, Motivation & More podcast and hosted the WE DIGITAL personal finance show “WE Talk Money” from 2018 to 2020. He is perhaps best known as the author of the best-seller “Rich is a State of Mind” a novel which examines personal finance as seen through the eyes of a humorously dysfunctional family. Robert has been a student of the financial planning process (and client of the financial industry) for over 30 years and his personal mission is to encourage people to take control of their personal finances to create a “Richly Imagined Future”. Robert has shared this message with over 120,000 financial professionals across North America.