DAC Acuity 2023: What Makes an Advisor of the Future?

Advisors of the future need to focus on three things, at least if you ask three of our gold partners who will be speaking at DAC Acuity 2023.  The keys to success are building transformative teams, finding the secrets to simplicity in complex planning, all the while understanding and balancing your lifeload. Sound like a lofty goal? Join us to hear from the thought leaders who will help break down these strategies November 12-14 in Banff. Early-bird registration ends September 30.

This is part two of our featured gold partner organizations.

Check out the DAC Acuity interactive agenda and register here: https://learn.knowledgebureau.com/courses/dac-2023-imagine

ADVISORS OF THE FUTURE:  How to Build Transformative Teams Hosted by Christine Logan, Head of Marketing, Franklin Templeton

Featuring Panelists: Keeley Simpson, B. Comm., CIM, Stefanie Keller, CFP, RWM™,

Teresa Black Hughes, CFP RFP CLU CIM FCSI

Who is the Advisor of the Future, and what are the essential elements needed to be successful in the Financial Services Industry? During this engaging session, the panelists will explore the various challenges associated with recruiting, training, retaining, and motivating the Advisor of the Future. Finding individuals with the necessary skills and commitment to the industry has always been a difficult task. However, given the increasing concerns about security, compliance, client trust, and the current erosion of wealth, it is now more crucial than ever to effectively communicate the journey and the opportunities for mentorship, leadership, and engagement. Discover the strategies employed by our panelists to achieve success in developing transformative teams.

Christine Logan is head of marketing for Franklin Templeton Investments Canada. Leveraging more than 20 years of industry experience, she oversees all marketing and advertising for Franklin Templeton's Canadian division, including the retail, private wealth and institutional lines of business.

Christine joined Franklin Templeton in 2003, as a director in the Campaign Strategy group. Prior to her current role, she lead the Global Advertising team; responsible for developing fully-integrated advertising campaigns for markets around the world. In addition to her industry experience in financial services and business-to-business (B2B) marketing, Christine holds an MBA from Wilfred Laurier University.

UNDERSTANDING YOUR LIFELOAD with Donna Harris, Lead Research Strategist and Digital Product Owner, Arete.

Do you feel like you are running a marathon without a finish line?  Being aware of and managing your own LifeLoad - the unique combination of physical, emotional and cognitive stressors we each experience - is a strategy that can help!   We all strive to achieve work-life balance, but work-life balance is almost impossible.   LifeLoad is a research-based concept that can aid in achieving an effective work-life blend.  Delegates will learn about the LifeLoad concept/model, the interplay between LifeLoad, performance and recovery, and be introduced to practical tools specifically designed to manage, maximize and sustain their personal well-being and performance in all facets of their lives.   

Donna Harris is the Lead Research Strategist and Digital Product Owner with Arete, a national provider of mental health and other business resilience supports.  A coach at heart, Donna is continuously intrigued by all types of human performance and what people need to be at their best. A Chartered Professional Coach in the sport of Athletics, she understands the components of performance and the steps necessary to draw out the best in everyone.

Sponsored by Johnston Group.

Secrets To Simplicity In Complex Planning with Tom Junkin, TEP, Sr Vice President, Personal Trust Services at Fiduciary Trust Company of Canada

It’s true:  planning for 80% of estates will be simple.  There will be a transfer to spouse and then to children.  But 20% of the time, things can get complicated:  entitled children become impatient; second spouses need to be taken care of, there is catastrophic illness or disability not previously anticipated, to name a few.  Learn the secrets to simplicity in more complex estate planning cases.

Sponsored by Franklin Templeton.