Davis Christianson Opines: Critical Conversations Count

David Christianson, one of Canada’s Top 50 Wealth Advisors and this month’s featured guest speaker at DAW, says tax or financial advisors have the obligation to make critical conversations about what really matters our clients in the future, happen.

And, he says, it’s our best opportunity to cement the relationship, forever.

"Clients don’t hire me to be their friend, but to be their professional; to ask the tough questions, to push them to take care of things, and to give them good advice." David’s take on client relationship management in times of change will be front and centre at the Distinguished Advisor Workshops, being held in Winnipeg June 17, Calgary June 18, Vancouver June 19 and Toronto June 22.  There is still time to enrol, but spaces are limited.

“We are embarking on a very important workshop tour,” says Evelyn Jacks, President of Knowledge Bureau and opening keynote speaker. “David will lead our two true-to-life case studies about Life Transition Planning with asset-rich clients, and Ongoing Family Wealth Management after death, to enrich peer-to-peer experiential learning. Leading advisors in the four cities we are visiting should definitely plan to be there.” 

The agenda includes comprehensive discussion and analysis of the personal tax changes that were introduced in the recent April 21 Federal Budget.

“In addition, better critical conversations are now required to review wills, estate and trust planning due to the introduction next year of the new 36-month “Graduated Rate Estates,” says Mrs. Jacks. “Because all other family trusts will be taxed at the highest marginal rates, a sharper focus on personal tax planning for best results on terminal returns, and for beneficiaries of income allocated from GRE, is required in advance.”

To register, call 1-866-953-4769 or enrol online at www.knowledgebureau.com, under the Workshops Tab.

SPECIAL OFFER:  We’re pleased to offer David’s book, Managing The Bull: Detect and Deflect the Crap- A No-Nonsense Guide to Personal Finance, at a special rate for the month of June.  For only $20 per copy (taxes included; shipping is always free), get your copy and discover why David has been named one of Canada’s “Top 50 Advisors” by Wealth Management magazine.  Order now.

Managing the Bull helps clients become better consumers of the advice and services you provide. In fact, it is one of the best books that advisors can give their clients, to help them become better clients.  Order 10 copies and pay only $100 (taxes and shipping included).  Order your client copies here.