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PROGRAM SEGMENT ONE

Investment Planning, in an uncertain world

Video-taped interview with
Mike Richard

National VP Corporate Accounts, Wealth Sales, Manulife Financial

Mike’s financial services career spans over two decades. In 2004, he joined the distribution area of Manulife Financial’s Canadian Division where he has held positions of increasing responsibility. In his current role, Mike is the key relationship manager within the Key Accounts area, where he supports MGAs and National Account firms for segregated funds. Mike helps these Manulife partners achieve their business goals and objectives, while identify business development opportunities and overall enhancing Key Account relationships.

LEARNING TOPIC

To reinforce the value of personal financial advice in uncertain economic times.

Interview will include:

  • Helping clients understand what they need to consider in this uncertain economy given the stage they are at in their financial plan and their overall risk profile
  • The regulatory impacts of disclosure through CCIR reforms and CRM3; what is required of advisors
  • Artificial Intelligence (AI) - embracing this emerging technology by understanding how it can be used to the advisor’s advantage and how companies are using it to support the value of personal financial advice

DISCUSSION FORMAT

Case Study Activity: Demonstrating the Value of Advice

Learning Objective: To explore the practical implementation of The Reason Why Letter when providing investment advice to a concerned pre-retirement couple.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).