Speaking Tour, Day 1
A big thank you to everyone who joined us in Winnipeg yesterday for the kick off of the Distinguished Advisor Workshop Family Business and Year End Tax Planning session. Lots of lively discussion and great questions in my sessions! The real benefit of attending this type of event is being in a better position to help clients improve what they do, fuel successful growth, and generate business for both clients and their advisors over the long term.
Key thing to think about after Day 1: How to put your business clients in the best position to capitalize on opportunities in the marketplace. As far as I’m concerned, someone will benefit from marketplace opportunities; why not your company? I’ve developed strategies to help companies do exactly that, so contact me directly for assistance with your business.
Thanks to the Manitoba Club for such a great venue! Up next: Vancouver!
- MEDIA: CBC News Network Weekend Business Panel (November, 2023) - November 7, 2023
- MEDIA: CBC News Network Weekend Business Panel (September, 2023) - September 11, 2023
- Celebrating 6 Years on the CBC News Network Weekend Business Panel (August, 2023) - August 30, 2023