Home In Depth Special Reports CFP Professional Symposium 2015

CFP Professional Symposium 2015

Insight and practical tools from the CFP Professional Symposium in Toronto, Nov. 18. The theme of this year’s symposium was Trust Matters.

November 25, 2015

CFP Symposium: Protecting older clients from financial abuse

John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect a wealthy, older client is vulnerable to financial abuse.

  • November 25, 2015 January 23, 2018
  • 14:51

CFP Symposium: Help emotional clients keep their cool

Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking. She spoke at the CFP Professional Symposium in Toronto.

  • November 24, 2015 December 15, 2017
  • 07:15

How to deal with seniors suffering from diminished capacity

Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help

  • November 19, 2015 November 19, 2015
  • 17:20

Why you don’t have to use social media

Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower than spam.

  • November 19, 2015 December 19, 2017
  • 14:50

Watch what you say when speaking with prospective clients

Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to understand

  • November 18, 2015 November 18, 2015
  • 15:40