New Online Course Brings the Wisdoms of DAC to Those Who Missed It

Did you miss the 2021 Distinguished Advisor Conference?  Good news! Knowledge Bureau has captured the incredible insights and wisdoms from this outstanding educational event in a new certificate course entitled:  Integrated Practice Management Solutions now available.  Check out the description below and register before the end of this month to save $200. 

The essential financial services provided by the advisors from the tax accounting and financial services, who make up our multi-disciplinary audience, will be in high demand.  Your practice model has already shifted, and it will require more retooling. It’s your role to bring the Great Recovery home to your clients – and that will feature new and innovative ways to scale your business model with integrated practice management solutions.

This course is for business owners who want to take a strategic approach to sustainable success within their industry. 

Part A – The Presentations of the Distinguished Advisor Conference:

• Practice Management: The Greatest Recovery On Earth
• Investment Planning: What If Conventional Wisdom Is Wrong?
• Estate Planning: Intergenerational Wealth Planning with Trusts
• Cross Border Tax Planning: Global Families-Beware the Multi Million Dollar Tax Traps
• Know your Product: Responsible and Sustainable Investing Strategies
• Build Your Business: Digital Disruption-Social Media Strategies for Leaders
• How Much is Enough? Perspectives from our New Advisor Winner
• Practice Management: Starting Points-Lessons Learned and How To Build On Them
• Technology and Transformation: Digital Finance and Its Implications
• Ethical Practices: Privacy, Security and the Small Business Owner
• Ethical Practices: Ask the Experts Panel
• Financial Risk Management: Re-building Financial Health
• Managing Mental Health: Taking Care of our Human Resources
• Wealth Planning: Wealth Taxes on the Horizon
• Why the Future is Bright for Advisors in a New Economy

Part B  - Table of Contents – Integrated Practice Management Solutions

• Chapter 1 – Scaling Up
• Chapter 2 – Building a Sustainable Business Model
• Chapter 3 – Build your Estate
• Chapter 4 – Cross Border Planning
• Chapter 5 – Branding Your new Business Model
• Chapter 6 – How much is enough
• Chapter 7 – Culture of Accountability
• Chapter 8 – Privacy and Responsible Innovation
• Chapter 9 – Managing Behavioural Finance
• Chapter 10 – Growing Tax Efficient Wealth

Enrol online with code ‘NEWCOURSE’ and save $200 until October 31 or call 1.866.953.4769.

Mark Your Calendar:  Please join us in person at the Distinguished Advisor Conference Live and In Person in Niagara Falls next October.