The Conversations You’re Not Having 

Bereavement professionals are facing some of their greatest challenges in a generation.  Professionals all over Canada are looking to them for advice,  seeking to work with them, launch marketing initiatives, run seminars with them, and Canadians are looking to talk to them as well.   Everyone wants to talk to bereavement professionals but they’re not talking.

This presentation is all about the conversations you’re not having.  You may be talking, but who are you talking to?  The people you talk to matter more than what you have to say, and you know what you’re saying, but what are they hearing?  The words you choose change everything.  

You have so much to tell them, and they are anxious to listen, but the focus has to change, from what you want to say to what they want to hear.  Let’s start the conversations you’re not having.

This webinar will feature Mark O'Farrell, BA, CLU, CHFC, TEP, CEA, President at The Canadian Institute of Certified Executor Advisors (CICEA)

Mark is president of the Canadian Institute of Certified Executor Advisors, a member of Advocis (The Financial Advisors Association of Canada), the Society of Trust and Estate Practitioners (STEP), the Conference for Advanced Life Underwriting (CALU), the Canadian Association of Gift Planners (CAGP) and the Certified Executor Advisor Network (CEAN).

He has given hundreds of seminars across Canada, to the public, professional groups, Canadian businesses, industry symposia, and aboard continuing education cruise ships around the world.  He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.

The 2021 webinar series is brought to you by the following sponsors:

CEC Hours: 1 (Category A)