FP Canada’s Financial Planning Conference - Thank You for Participating

Conference Takeaways

Over the three-day conference:

Tina Varughese, Founder, t Works Inc., shared insights into how different cultures communicate and shared strategies that financial planners can use to master verbal and non-verbal communications to overcome cultural barriers.

Carissa Lucreziano, CFP^®, facilitated a discussion that explored how financial planners can help women overcome the unique challenges they face in achieving their financial goals and Alexandra Macqueen, CFP, hosted a discussion on how financial planners can adapt the financial planning process for racialized Canadians, LGBTQ+ people, Indigenous Canadians and other diverse client groups.

Dan Pontefract, Founder and CEO, The Pontefract Group, shared practices to help financial planner master Open Thinking, a cyclical process of focusing your creative thinking and critiquing, which leads to better decisions and more thoughtful action.

Damienne Lebrun-Reid, Executive Director, Standards & Certification and Head of the FP Canada Standards Council™ hosted a discussion on powers of attorney for property, wills & trusts, helping financial planners sharpen their understanding of law as it intersects with financial planning.

Dr. Amy D’Aprix, Founder and President, Life Transitions by Dr. Amy, shared powerful interviewing, listening and trust-building techniques financial planners can use to deepen their client relationships.

Dr. Marilyn Herie, Vice President Academic and Chief Learning Officer at Centennial College, shared insights on how financial planners can use Motivational Interviewing to motivate clients and help them break old patterns of behaviour. Attendees also heard from Adam Wiseman, Founder and Lead Consultant, QMHI Training and Consulting, talk about the role financial planners can play in supporting clients dealing with mental health challenges.

A concurrent session unpacked new research funded by The FP Canada Research Foundation™. Dr. Lynnette Purda and Dr. Laurence Ashworth from Queen’s University Smith School of Business discussed their research into psychological barriers that prevent customers from seeking financial advice and Dr. Brooke Struck, Research Director, The Decision Lab discussed how financial planners can help millennials develop a sense of control and build resilience in an economy where precarious work is on the rise.

And Colleen Francis, Founder, Engage Selling discussed how financial planners can position their practice on the tangible and intangible value they provide and communicating it in a way that the client understands.