PDSymposium World-renowned body-language thought-leader and founder of TRUTHPLANE® communication training company, Mark’s cutting-edge system of nonverbal communication techniques helps audiences become more confident, collaborative, and credible in their communication. Voted Global Gurus #1 Body Language Professional, Mark trains individuals, teams, CEOs of Fortune 500 companies and Prime Ministers of G7 powers. Mark is on faculty for The Kellogg-Schulich Executive MBA, and President of the National Communication Coach Association of Canada. Mark’s TEDx talk reaches millions, he is a go-to body-language commentator for CTV, CBC, Global, and regularly quoted in The Wall Street Journal, Washington Post and GQ. Bestselling books are Winning Body Language, Winning Body Language for Sales Professionals; Tame the Primitive Brain, and TRUTH & LIES: What People are Really Thinking. Keyno sפaker Mark Bowden Expert in body language, human behavior and communication
Transcript
PDSymposium
World-renowned body-language thought-leader and founder of TRUTHPLANE® communication training company, Mark’s cutting-edge system of nonverbal communication techniques helps audiences become more confident, collaborative, and credible in their communication.
Voted Global Gurus #1 Body Language Professional, Mark trains individuals, teams, CEOs of Fortune 500 companies
and Prime Ministers of G7 powers. Mark is on faculty for The Kellogg-Schulich Executive MBA, and President of the National Communication Coach Association of Canada.
Mark’s TEDx talk reaches millions, he is a go-to body-language commentator for CTV, CBC, Global, and regularly quoted in The Wall Street Journal, Washington Post and GQ.
Bestselling books are Winning Body Language, Winning Body Language for Sales Professionals; Tame the Primitive Brain, and TRUTH & LIES: What People are Really Thinking.
Keynote speaker
Mark BowdenExpert in body language, human behavior and communication
PDSymposium
Presenter Bios
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Kelly has 30 years of experience with Sun Life. She has held key roles within the organization such as: Regional Business Development Manager, Health Business Development Manager, Financial centre sales manager in Red Deer, Alberta and Office Manager.
Kelly’s current role as part of the EFPS, Financial Planning Support team, is the FA Manager for SunVision Financial Analyzer, Sun Life’s key needs analysis software for the SLFD advisors. Kelly holds an Ontario Life and A & S License, previously held her Mutual Fund License, and her Branch Manager Compliance with IFIC. She has completed various industry courses, is a recognized Instructor facilitator with Langevin Learning services and is a Qualified Associate Financial Planner™ with FP Canada.
SVFA tips and tricks for needs based selling Kelly Lowery, ACS AIAA, Qualified Associate Financial Planner™
Paul focuses on complex case consultation within EFPS. Prior to joining Sun Life, he was a practicing lawyer with a focus on estate planning, trusts and corporate structures and reorganizations.Paul is a former President of the Halifax Estate Planning Council, a member of the Nova Scotia Barrister’s Society and volunteers with FP Canada. He was
the 1st place recipient on the Financial Planning Standards Council President’s List.
Tax planning for corporate and personal ClientsR. Paul Thorne, B.Comm., LL.B., LL.M., CFP, TEPDirector of Advanced Planning
As part of an integrated wealth planning team, Nav advises high net worth business owners and families on specialized tax and estate solutions, aimed at maximizing their wealth. Drawing on years of tax and estate planning experience, his clients benefit from his depth of informed insight and ability to distill complex concepts into actionable strategies.Specializing in Canadian corporations and entrepreneurs, Nav offers guidance on tax structuring, estate planning, business succession and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.
Navdeep Brar, CPA, CA, TEP, CDFADirector of Advanced Planning
Gina has over 10 years of industry experience and joined Sun Life in June 2016 as Advanced Case Manager (ACM) at Insurance Sales Support team providing advanced insurance solutions on complex and large cases. Prir to joining Sun Life Gina was a financial planner/insurance advisor. Gina is bilingual, speaking English and Mandarin. Gina has been an active member with Advocis since 2010.
Randal Began his career as a Financial Advisor in 2009 building a successful practice, in 2016 he transitioned to partnering with Financial Advisors in preparing and presenting highly complex Financial plans with an almost perfect success rate in acquiring the client. Randal was also accountable to teach Financial Planning to all levels of Financial Advisors.In addition Randal mentored students through Capstone ( CFP ) and recently taught both LLQP and Mutual fund license through local Calgary collages.
Randal Kish, B. Eng, CFP Financial Planning Consultant, B. EngFinancial Planning Consultant
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As a financial planner, Oleg does more than writing financial plans and advising clients. With over 10 years experience in relationship management roles, he is devoted to helping colleagues and customers succeed.
Previously, Oleg worked as a top Financial Advisor with a Canada bank where he developed a reputation for being a leader in growing business in a proactive and dynamic fashion, a team player and a reliable partner. Oleg is an IQPF Financial Planner.
Oleg Rotundu, B Comm Financial Planning Consultant
Herit began his career in Financial Services in 2007. He transitioned from being a Financial Advisor to a Division Director in January 1, 2015 Herit believes that constant learning in investments, taxes, insurance and estate planning is important to giving the best advice.
Herit Barraso Garcia B. Eng, CFP, CLU Financial Planning Consultant
Kyra began her career at Sun Life Financial as an advisor for two years in the Waterloo region. This experience helped her understand the challenges and opportunities advisors face as they grow a business.
Her eagerness to educate and improved financial literacy has led to her success working with a variety of clients. Kyra joined the Estate & Financial Planning Services team in 2016 as a Para Planning Consultant, supporting advisors working with high net worth clients.
Kyra Droog BBA, CFP Financial Planning Consultant
Jacinthe focuses on complex case consultation within EFPS, with special attention to cases involving US taxation. Prior to joining Sun Life, Jacinthe spent almost 16 years in private practice, advising high net worth families in areas of personal, estate and legacy planning. Becoming a US tax practitioner halfway into her career, she has helped
hundreds of families navigate the complexities of living, working and transferring wealth across the US border.
Jacinthe is recognized for her authenticity and outstanding ability to provide practical advice in a concise and meaningful way. As a great listener with a natural ability to earn trust, she is an ally to advisors and Clients, in both English and French.
The ownership of US residential property by Canadians – from acquisition to devolution
Jacinthe Marquis, B.Comm., LL.M. Fisc.Director of Advanced Planning
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Will is responsible for building and implementing advisor workshops for developing advisors, Practice Builders and Business Builders. Specifically; he is also working as subject matter expert with the Professional Development team, approving and helping design aspects of new and existing advisor workshops and training programs as well as assisting with the design and implementation of a new Client engagement model.
Building a profitable business through Client engagement
Will RogersSenior Consultant, Practice Management
Jeff supports the evolution and growth of the Client Activation program as well the development and delivery of the Client experience content as part of the Practice Management suite. Jeff brings a wide breadth of experience from various industries, having worked marketing and business development roles in software, media and non-profit sectors.
Jeff DarrochClient Activation Consultant
Kris originally began with Sun Life in 2002 supporting the Sun Life/Clarica merger in the Group Pension area and held a number of marketing roles until 2006 when he left to work in sales - until rejoining Sun Life head office in 2008. Since then, the vast majority of his experience has been focused on growing and improving the head office leads program. From leading the Workplace Solutions team from 2009-2011, to driving the
“Client for Life” strategy in the Client Solutions area, Kris has always delivered results as evidenced by the consistent, double-digit growth in the leads program between 2009-today.
Kris launched the Sun Life Go suite of online life insurance products as one of his final projects in Client Solutions before joining the leads team again in his current role. He is presently focused on ensuring advisors have the knowledge to engage new head office leads as effectively as possible and acts as a point of contact for advisors to deliver feedback on their experience with leads to drive improvements in the program.
Delivering on our promise of helping Canadians achieve lifetime financial security and live healthier lives is something Kris strongly supports and models in his own life with his wife, four amazing daughters and his surrounding community.
Growing sales from head office leads through unique approaches to planning
Kris KaukManager – Leads engagement and effectiveness
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Since joining the insurance industry Dave has devoted his career to helping advisors grow their business using complex sales strategies and understanding the unique ways life insurance can be used to provide creative solutions for clients. In his earlier roles with Great-West Life he provided large case support for several distribution channels. He then moved into sales consulting in the Individual Insurance sector. In that role he
spent his time providing strategic support for career sales force and third party advisors with Freedom 55 Financial on both life and living benefits lines of business. This career path evolved into a sales focused role in a field setting where Dave provided one on one coaching to advisors and support for client meetings involving their own legal and financial partners. This field experience with the Western region key markets such as business owners and affluent new Canadians established his capability and credibility in the large case market.
Dave then joined Sun Life as an Insurance Sales Director. Prior to coming to the financial services industry Dave graduated from the University of Manitoba with a Honours Bachelors of Education and spent four years teaching in addition to developing curriculum and programs. Dave continued his commitment to professional development, achieving the Chartered Life Underwriter® (CLU) designation, Certified Health Specialist (CHS) and Certified Financial Planner (CFP).
Sanjana BhatiaDirector, Tax and Insurance Planning
Partnering with the COI – effective tax planning strategies for corporate ClientsDave LarkinsInsurance Sales Director
Sanjana Bhatia is a lawyer with over twenty five years experience in tax and insurance planning, tax law knowledge management and tax litigation.
At Sun Life, Sanjana is a Director of Tax and Insurance Planning where she supports Sun Life’s distribution partners and advisors to deliver cutting edge tax expertise,
training, and thought leadership in all areas related to insurance taxation and tax and estate planning.
Prior to joining Sun Life, Sanjana was a tax lawyer in the law firm of Osler, Hoskin & Harcourt. She supported the partners and associates by developing knowledge management systems to promote practice efficiency, creating the first blog in the firm to alert on new and proposed legislation and developments in case law specific to Osler’s tax practice. She also assisted with pitches, presenting on hot tax topics, preparing statistical analysis on tax case trends including the GAAR and transfer pricing, updating Osler publications and writing articles for publication in tax law journals.
Sanjana was also a Tax and Estate Planning Consultant at a major financial institution prior to joining Osler.She has also served for Her Majesty The Queen as litigation counsel at the Department of Justice and argued cases before the Tax Court of Canada, Ontario Superior Court and the Federal Court of Appeal. Her career started as a research clerk/lawyer for the judges at the Tax Court of Canada.
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With 40 years of experience in the life and health insurance industry, Tony has been a leading financial advisor and broker at several large insurance companies, an Insurance Manager at Investors Group and National Director of Wholesaling, Canada with Foresters Financial. He spent time as an international insurance sales coach with the Pinnacle Path Consulting Group (U.S.) and provided custom training, coaching and consulting programs to financial advisors across Canada and the U.S. to help make their businesses more successful.
Tony’s passionate about sharing his knowledge with advisors and helping them see the impact they have on clients’ lives. He offers guidance on how to position the value of insurance in a compelling way that clients can understand. As the Insurance Sales Director with Sun Life for the past 10 years, Tony mentors and partners with leading financial advisors and provides the necessary knowledge, strategies and solutions to help position larger premium cases that meet the insurance and estate planning needs of Sun Life’s clients.
Tony has an Elder Planning Counselor (EPC)® designation, life and heath insurance licence and has been a member of Advocis since 1991.
Tony JainEPC Insurance Sales Director
Blake began his sales career over 20 years ago as a life marketing manager for another major insurance company where he helped advisors grow their business. He has also worked for a major Canadian bank where he gained an appreciation for the banking system. Over the past decade, Blake’s held roles as a long-term care specialist and as a Career Sales Force (CSF) advisor with Sun Life Financial.
Having been in your shoes, Blake understands the value of receiving honest communications and thoughtful advice. His top priority is to help SLFD advisors build their business in the high net worth and corporate markets by providing advanced case planning strategies.He’s able to create and maintain strong relationships with people who trust him to deliver on his commitments. Blake’s a seasoned professional who becomes a trusted resource by delivering training sessions, case consultations, joint field work with advisors, and one-on-one meetings.
Blake has successfully completed the Life License Qualification Program (LLQP) and the Investment Funds Institute of Canada (IFIC) program. He’s currently completing the Chartered Life Underwriters® (CLU) program.
Blake Stalkie Insurance Sales Director
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Entrepreneurial by nature, Lino Puzzuoli joined Sun Life after selling multiple businesses and returning to school to earn an MBA from the Richard Ivey School of Business. He is passionate about finance, and was hooked ever since his first economics class – subsequently earning a B.A. in Economics, a Certified Financial Planner (CFP)® designation and his Lean Six Sigma Green Belt.
When he was an owner and the CFO for a construction company, Lino learned what it’s like to be personally invested during both boom and bust cycles. He appreciates the challenges faced by business owners and can identify with their concerns. As a believer in lifelong learning, Lino speaks French and Italian well enough to get into and out of trouble. Lino is married and the father of two young children, most easily found during the summer months in his garden.
Lino PuzzuoliDirector of Insurance Tax Solutions
Stuart Dollar is a Director for the Insurance Tax Solutions group with Sun Life Financial in Waterloo, Ontario. He began his financial services career with London Life in 1994, working as a retirement planner, product manager, and advisor. In 2002 he accepted an opportunity to work with Genworth Financial in the United States as an advanced marketing attorney.
Stuart returned to Canada in 2009 to join Sun Life Financial. He helps with tax issues related to life and health insurance. He is also experienced in the taxation of U.S. life and health insurance products, and with U.S. income and estate tax law.
Stuart often speaks at industry events, and has written several articles, including The Canadian Health Insurance Tax Guide, “Strategies for Canadians with U.S. Retirement Plans”, and “Health Insurance Strategies for Business Owners,” published in the Fall 2017 edition of the Canadian Tax Journal.
Stuart Dollar, M.A., LL.B, CFP®, CLU®, ChFC®, TEPDirector, Tax and Insurance Planning
With over 22 years of experience in sales, marketing and product management at leading financial companies, Lisa provides creative solutions, and fosters successful working relationships with advisors to help them grow their business. Lisa has earned the EPC™ (Elder Planning Counselor), CLU (Chartered Life Underwriter) and CEA (Certified Executive Advisor) designations, and is a member of Advocis. She’s
also completed the Canadian Securities Course (CSC)®, Conduct and Practices Handbook (CPH)® course from the Canadian Securities Institute, and the Life License Qualification Program (LLQP).
Lisa HoustonInsurance Sales Director
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Tim Stevens is the new Director of Wealth Consultants here at Sunlife. He has over 15 years of experience within the wealth industry as both a leader and an individual producer. This is more of a “coming home” for him as he has previous experience in the field as a Sales Manager with Sunlife. He has an MBA, CFP and is a Fellow of the Canadian Securities Institute.
However, he is most proud of being a Dad and raising 3 kids. 2 of his kids are in University so he understands the value of having an advisor and getting good, holistic advice. While working and being based out of Toronto, he lives with his three kids and calls Whitby home.
Dealer programs and tools in action to support your wealth salesTim StevensDirector Wealth Consultants
As an RBC Insurance Sales Consultant – Life Insurance and Living Benefits for the Atlantic region and its surroundings, Trevor strives to offer sound advice and support to advisors, ensuring they feel confident when discussing RBC Insurance products.
Furthermore, Trevor works closely with the MGAs and National accounts in his region, providing them with the same level of support and guidance that advisors receive. After completing his Master in Business Administration Degree in the summer of 2018, Trevor decided to enter the world of insurance and RBC was his first choice. With other family members already in the business, Trevor was extremely excited to enter into the steep learning curve. Being one of the youngest consultants for RBC Insurance, Trevor is hungry to continue to learn and grow further, in order to help the advisors of the Atlantic region!
Value added claims programs - helping individuals navigate through illness and recover faster
Trevor Thompson Sales Consultant – Life Insurance and Living Benefits RBC Insurance
Matt has over 15 years of progressive experience within the mutual fund industry. He started his career at a large mutual fund company and held various roles from Client Service to Mutual Fund wholesaling.
Matt has a B.A. in Economics from McMaster University and a Diploma in Financial Planning from Fanshawe College. In his current role with Sun Life, he leverages his business building skills, along with his industry experience to help advisors successfully grow their business.
Matt Heaney, CIMWealth Consultant
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As an RBC Insurance Sales Consultant – Life Insurance and Living Benefits for the Greater Toronto Region and its surrounding areas, Thomas strives to offer sound advice and support to advisors, ensuring they feel confident when discussing RBC Insurance products to their clients.
Thomas’ first look into the insurance industry was at Take Our Kids to Work Day in Grade 9, then he took some time for higher learning. He has a Bachelor of Arts Degree from Queen’s University where he was a member of the Football and Track team. Thomas’ started at RBC Insurance shortly after graduating university as an inside wholesaler in 2016 and was promoted to a Sales Consultant in 2017. Since then Thomas has continued his insurance education by completing the Certified Health Insurance Specialist designation. Thomas is very passionate about insurance but more importantly about putting clients’ and their best interests first. Thomas and his team are only a call or a click away to help with insurance advice.
Thomas Juha, CHS Sales Consultant – Life Insurance and Living BenefitsRBC Insurance
Jamie has been with RBC Insurance specializing in life and living benefit sales and marketing for more than 30 years. As a Senior Sales Consultant with RBC Insurance in
Southwestern Ontario region, Jamie focuses on helping advisors promote and sell Critical Illness, Disability Insurance and Long Term Care products. He has helped 100’s of clients over the years develop living benefit solutions to protect their businesses, incomes and assets from the threat of disability and major illness. Jamie holds his CHS and CPCA designations and has a 3 year Business Administration Diploma from Georgian College. Jamie served on the Executive of Windsor Chapter of Advocis from 1989 until 1994, and served as the Vice President of the Windsor Chapter of the Association of the Physically Handicapped from 1988-1991. Jamie played Junior B Hockey for 3 years with the Owen Sound Grey’s and has coached Travel Hockey for the Windsor Junior Spitfires Hockey organization from 1998 to 2010. Jamie works primarily in the professional, executive and business owner market place offering individual living benefit product solutions both on a fully underwritten and Guaranteed Stand Issue basis.
Jamie Kendrick, CHS, CPCA Senior Sales Consultant – Life and Living Benefits Southwestern Ontario Region RBC Insurance
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Zsanett Barna has been in the insurance industry in different capacities since 2011. She was an advisor for close to four years before accepting a role with RBC Insurance in 2017. As the senior sales consultant in Manitoba, Saskatchewan and NW Ontario, she has been able to impact the business growth of hundreds of advisors. Building
relationships with people and educating advisors on the importance of living benefits are what attracted her to this position. Zsanett has a Master’s degree in English and American Studies. She comes from a Hungarian heritage but has lived in Canada for 12 years now and is very proud to be a dual citizen of her two favorite countries. She has been married to her husband, Ian, for those same 12 years we well.
Zsanett Barna Senior Sales Consultant, Life & Living Benefits RBC Insurance
Nathan’s been in the financial services industry for seven years now, and is a CFP designation holder. He’s been with RBC Insurance for the past three years, helping
BC advisors gain confidence when it comes to protecting their clients from the financial impact of a disability—one of the key non-controllable events identified in the Sun Life financial planning pyramid. In addition to being an RBC Disability Insurance Sales Consultant, he’s a foodie, a personal development junkie, a car nut, and a part-time Canucks fan.
He’s always willing to teach advisors how to integrate disability insurance into their tool belts, and looks forward to working with you if you haven’t already met him.
Nathan Dong, CFP Sales Consultant, Life & Living Benefits Western Region RBC Insurance
Mariella is an experienced Insurance and sales professional known for helping, educating and supporting Insurance Advisors. She began her career at Industrial Alliance as a Marketing Assistant in 2013 and gained further experience working at
Raymond James Financial as a Marketing Coordinator, supporting both Individual and Group Insurance Advisors. Looking to bring more excitement to her career, Mariella later moved to an Inside Sales position at Canada Protection Plan, which gave her the opportunity to join the RBC team, as a Sales consultant for Life & Living Benefits, on September 2018.
She has a BA in Marketing & Communications, a CHS designation and is also working towards a CFP Designation.
Mariella Macedo - CHS Sales Consultant - Live & Living Benefits RBC Insurance
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Lora Tanner is a Senior Sales Consultant for Life and Living Benefits with RBC Insurance, where Lora leverages her 18 years of insurance industry experience to provide Advisors with tailored advice and financial solutions for their clients.
She joined RBC Insurance in 2007 as a Regional Director with a team of Advisors and has a proven track record of sales success and is passionate about delivering an exceptional client experience. She has held various business roles within RBC’s head office Product, Service and Transformational Initiatives teams and utilizes her vast product and operational knowledge in the support, education and advice she provides to Advisors and their business.
Lora Tanner, Senior Sales Consultant, Life and Living BenefitsRBC Insurance
Jonathan joined RBC Insurance in March of 2007 as a marketing rep for life and living benefits. Moving quickly to a senior sales consultant later that year. Jonathan previously worked as an insurance and investment advisor with a major Canadian financial services firm for 4 and half years.
With almost 18 years of experience in the financial services industry and over 13 years’ experience on the disability insurance side. Jonathan is eager to share his knowledge and experience, so he can add value to your practice. On a personal note. Jonathan just recently celebrated his 20th anniversary with his wife and he keeps busy raising his two teenage daughters. While not working, he enjoys spending time with his family, skiing, hiking and swimming.
Jonathan Lee, CFP, CHS, Senior Sales Consultant - Life and Living BenefitsRBC Insurance
Vinitha joined RBC Insurance in 2015 as a licensed insurance and investment consultant with over 15 years of experience in the finance sector. She previously worked at one of the largest insurance management firms for 5 years specializing in individual insurance solutions and also worked as a financial planner for 5 years with one of the top six banks.
Vinitha wanted to use her knowledge and experience to support financial professionals which resulted in her transition into an active consulting and relationship management role. She has her LLQP (Insurance license), mutual fund license, Certified Health Specialist designation, and is currently pursuing her CFP.
Vinitha Kale Sales Consultant, Life and Living BenefitsRBC Insurance
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As a leader within Sun Life’s Strategic Business Development team, Amal empowers advisors to invest in their businesses—and maximize the return. After graduating with a Masters from Columbia University, Amal spent four years at
one of Canada’s largest ultra-high net worth advisory firms as a digital marketing manager. She held other senior marketing roles in the financial industry before joining Sun Life. In 2018, she spearheaded the launch of Quintessential, an innovative business-building program. The practices of 87 of Sun Life’s top independent advisors have been transformed as a result. She also launched an advisor video marketing program in 2019, designed to revolutionize how the industry communicates its value proposition. The program has led to the creation of 25 advisor videos and counting. Amal is a graduate of Harvard Business School’s CORe program and the recipient of a Lean Six Sigma Green Belt from McGill University’s Desautels Faculty of Management. She shares insights on business strategy through podcasts and articles published on advisor.ca. To date, she has delivered 67 keynotes at speaking engagements across Canada. She also travels the country.
Amal Masri, B.A., M.A., Certified Lean Six Sigma Green Belt Director, Strategic Business Development - Practice Management
How to tell your brand story in 10 seconds
Further to having successfully completed the Financial Advisor program of Matane College and to obtaining his insurance of persons license with the AMF, Ardy started his career in the financial industry with an important Quebec based insurance products
supplier in 2012. Having held various sales, and client relationship management positions within the past ten years, he joined RBC Insurance in 2014 and is currently working as one of its life and living benefits Sr. sales consultants. Over the years, Ardy and his team have assisted hundreds of advisors in growing their insurance business. His responsibilities include working closely with industry professionals to identify key opportunities, recommend the right solutions for their clients and provide solid sales and development training when applicable.
Ardy Heidari Sr. Sales consultant- Life and living benefits RBC Insurance
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Samara joined Sun Life’s Strategic Business Development team in 2015. Since joining, she quickly established her reputation as a passionate business-builder, with a specific focus on market development opportunities and helping advisors increase their knowledge of critical target markets. In her role as Senior Business Development Manager, Client Engagement, she is responsible for creating, leading and delivering value-add practice management programs for financial advisors. These programs provide advisors with the strategies, best practices, and tools they need to grow and manage their practice.
Samara ChartersSenior Business Development Manager
Over the course of Wayne’s almost 30 years at Sun Life Financial, his respect for advisors and the value of advice has only grown. As the holder of Associate designations in both the Society of Actuaries and Canadian Institute of Actuaries, he spent the first 10 years of his career in product development, with the balance being
in Marketing and Distribution. In his current role as Associate Vice-President, Marketing & Business Development, Wayne oversees the B2B marketing function as well as a team of business development thought leaders that focuses on: 1) professional development; 2) practice management; 3) marketing & branding and 4) client engagement. He has deep respect for the crucially important work advisors do every day to give their clients priceless peace of mind, and is committed to providing innovative tools, coaching and information to help them address their clients’ financial literacy gap. At the core of his philosophy is “no regrets.” That is why he is leading the advice revolution - a movement that inspires every Canadian to create a meaningful legacy – because they understand and respect the financial services industry and the advisors that serve within it.
Wayne G. Miller, BMATH, ASA, ACIA Associate Vice-President, Marketing & Business Development
The Advice Revolution: Embracing your key competitive advantage in an age of disruption
