Last updated: July 07 2017

DAC 2017: In This Age of Disruption, Our Speakers Will Keep You Current

This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues. 

Upon your return home, you’ll immediately be able to understand the most pressing issues more deeply and implement solutions into your business, thanks to outstanding speakers and sessions, such as the following:

  • Disruption is not only the new catch-phrase, it’s also common practice today. And it can overtake you if you’re not ready. So how do you thrive in this ever-changing business environment? Evelyn Jacks will show you how collaboration and a creative vision help financial advisors and tax advisors to build great new value propositions. She’ll also share her ideas on how to master the economic, demographic and tax changes that will be affecting your clients the most in 2018 and beyond.
  • In this uncertain world, one thing we definitely can control is our relationships — especially how to build, strengthen and nurture them. If there is a lack of trust, all our efforts are for naught. Paul Bates will show you how to recalibrate your practice – one deep relationship at a time – using new tools that will position you to be the absolute go-to, most trusted advisor.
  • With over a decade of market and economic instability, questions about long-term investing, real estate bubbles and concerns about retirement savings persist. Attend the session with Philip Petursson and learn that as uncertainty reigns, remaining calm is important.
  • Trust. Fake news. Instability. These are catch-phrases we hear often, every day. Kirk Lapointe will talk about how a focus on “invested clients” can help you beat disruption. The questions are: Where do you find them and how do you retain them? Learn the secrets to your next great opportunity.

Don’t miss out on these speakers and the many others who will be helping you achieve your best.

DAC 2017 is also a great opportunity to network and make lasting connections with your peers from across the country. Remember, register a table of six and pay only $1000 per person plus tax. You’ll also be able to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and the Insurance Councils.

We would like to thank our sponsors who help us to educate and influence Canada’s elite tax and financial advisors to serve multiple generations in a family: Title Sponsor: MANULIFE; Diamond Sponsor: FRANKLIN TEMPLETON INVESTMENTS; Silver Sponsors: ivari, AGF; Mimosa Sponsor: HOME TRUST; Media Sponsor: INVESTMENT EXECUTIVE.

Hurry, register before by September 30! Or call us today at 1.866.953.4769.

©2017 Knowledge Bureau Inc. All Rights Reserved.

    Refer a Friend       Research Calculators Course Trials