Sweet Spots in Wealth Management Abound

The Distinguished Advisor Conference wrapped up last week in Horseshoe Bay, Texas. 

Despite suffering a cold front,  on the inside the sweet spots in wealth management were big, real and plentiful as close to 200 influential advisors and leaders in the tax and financial services gathered to Think Big about their opportunities to raise the bar in assisting their clients in 2015 and beyond.

This unique education conference checks out  retirement havens  Canadians aspire to from a wealth management perspective, providing on-the-ground perspective for a multi-disciplinary audience of wealth advisors who share insights with industry leaders.

According to delegates, this was the most outstanding speaker line-up in the conference’s 11 year history.  Knowledge Bureau is excited to announce that it will make video clips of the key messages provided by each speaker available next week when it introduces its new Knowledge Bureau Network (KBN)  Stay tuned for some outstanding educational insights and “Eight Minutes Educators™” coming your way soon.

There was a resounding groundswell of enthusiasm for the opportunity that abounds for advisors and clients at this year’s DAC.  Delegates were advised to step carefully but forcefully into the good fortune the current environment holds for accumulation and growth opportunities, particularly with emerging new market segments.

Challenged to “Think Big” about the current issues in the tax and financial services, delegates were treated to “Gold  Medal Thinking”  kicked off by the marvelous Olympian Jennifer Jones, who encouraged more focused advice to a broader cause – to engage clients not just in the transactional goals of the day, but to long term strategic planning in their financial activities.

Delegates learned that despite the lifting haze of the recent financial crisis,  current geo-political risks, aggressive tax and industry compliance efforts and changing needs of modern family will continue to drive uncertainty into planning activities.  That requires new Big Ideas for investment, retirement, business succession and estate planning – themes discussed with technical rigor and much humor and comradery throughout the outstanding three day event.

The bottom line:  the investment in cutting edge thought leadership today will pay off handsomely as we embrace the changes in wealth management demanded by new generations of clients in the years to come.

These conclusions bridge well into the theme of DAC 2015: Multi-Generation Planning for New Growth and Relationships in a Digital World.   Knowledge Bureau is now sourcing speakers, sponsors and top advisors from across Canada to build out the educational program.  Be sure to visit our website often to review the agenda and reserve your spot for next year in Puerto Vallarta – already 50% sold out.