The Mentorship Series: Stories About Distinguished Advisors’ Unique Value Proposition

FOR IMMEDIATE RELEASE – Tax and financial advisors are under the microscope for their performance, competency and high value. Hear the stories of distinguished professionals who are unafraid to embrace the new challenges of regulation and change.

Professional development is a key to embracing changes in the tax and financial services according to the attendees and speakers at the recent Distinguished Advisor Workshops which discussed the nuances of Transition Planning, Trusts and Estates.

“We are pleased to launch this series of videos to share with our network of professional advisors from coast to coast, what others are doing to distinguished themselves and prepare for the questions and family lifecycle issues their clients bring to them,” said Evelyn Jacks, President of Knowledge Bureau.  “We hope you’ll take a few moments to listen to the video clips and become inspired by the amazing network of advisors who are sharing knowledge with us at these events.”

Here is a video introducing the series by Knowledge Bureau President Evelyn Jacks.

This week, our highlighted professional is Nicola Elkins, President and CEO of Benefaction Foundation.

ABOUT THE DISTINGUISHED ADVISOR WORKSHOPS (DAW):

Three times a year, Knowledge Bureau holds instructor-led Workshops; the theme for our fall workshop is Family Business and Year End Planning. Join us in Winnipeg (Oct. 28), Calgary (Oct. 29), Vancouver (Oct. 30) and Toronto (Nov. 2). Click here for more information. Be there to learn, network, earn CE Credits and complete Designation Programs.

ABOUT KNOWLEDGE BUREAU:

Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online courses and live learning events taught by industry leaders, over 10,000 professionals have earned the certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.

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