Finance/AFS Program Advisory meeting by Carla Van Horne https://padlet.com/carlav3/amkt1ynngrdau3ui March 19 2021 en-us 2021-03-17 23:46:23 UTC 2021-03-30 16:01:49 UTC hello@padlet.com Increase in regulatory industry. https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330220547 Change in governments (north and south) have a profound impact.


]]> 2021-03-19 15:23:02 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330220547 Polarization in the success of consultants. Some that are doing quite well because of networks that they continue to work with. Some other consultant practices are lagging behind, not being comfortable networking in this new environment. https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330220860 Some consultants learned how to create videos and are communicating in different ways with prospective clients.

]]> 2021-03-19 15:23:06 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330220860 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330223836 More financial planning. E-signatures. Sharing screens, easier to dive in, easier to include FP's, trust consultants, partners, etc

Opened the market geographically.]]> 2021-03-19 15:23:43 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330223836 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330224133 Virtual environment, increased need for security.]]> 2021-03-19 15:23:47 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330224133 From Kyla https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330226533 Onboarding- navigating that. So having to coordinate technology delivery.]]> 2021-03-19 15:24:17 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330226533 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330228168 Ashley Jewers
Increased flexibility with work from home options
Technology focus
Burnout ]]> 2021-03-19 15:24:38 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330228168 From John https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330228958 Sharp move to Digital and Distance Learning]]> 2021-03-19 15:24:47 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330228958 From Kyla https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330230481 Ensuring new hires feel supported during the onboarding process and the first month. Training has been difficult with it all being virtual.]]> 2021-03-19 15:25:05 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330230481 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330231137 Our firm is requiring all consultants to achieve the CFP designation by their four year with us.  And starting April 1st 2022 the CFP designation will require participants to have a Bachelor degree.]]> 2021-03-19 15:25:13 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330231137 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330233912 Ability to market oneself using digital platforms to facilitate growth of the business (social media, seminars, other marketing initiatives). - Ability to utilize online mediums for client engagement.]]> 2021-03-19 15:25:47 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330233912 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330248542 Ashley Jewers
Microsoft Teams competency 
Digital marketing

Relationship building is foundational; skills in this area required

Relationship building with both colleagues and customers needs to be stronger without face-to-face connections ]]> 2021-03-19 15:28:46 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330248542 From John https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330251938 New skills -Compliance, Sales Process Training, Digital, Productivity, Licensing

More understanding of Industry Compliance is needed. ]]> 2021-03-19 15:29:30 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330251938 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330252527 With the new technology, advisors can now reach clients throughout Canada, of course with the right licenses.]]> 2021-03-19 15:29:37 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330252527 https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330313499 Agility, resiliency, assertive communication & connection abilities]]> 2021-03-19 15:42:11 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1330313499 briannek https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1368585649 Downsizing office space. There is a lot more flexibility as people are able to get the job done at home. ]]> 2021-03-30 15:58:11 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1368585649 briannek https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1368590514 The rise of the discount brokers. 

With increased interest rates, traditional investment management companies might not be able to meet the needs of future generations. ]]> 2021-03-30 15:59:19 UTC https://padlet.com/carlav3/amkt1ynngrdau3ui/wish/1368590514