Jane Blaufus

Suddenly widowed and left with a twelve-and-a-half year old daughter after the tragic death of her husband, Jane knows first-hand how important having a solid trust relationship with your financial advisor really is and that it goes far beyond the products and services they sell. In this powerful presentation, she will share her story of loss, coming through the darkness and out the other side to live and love again. Join her as she shares through the eyes of your clients tips and strategies to have the ‘courageous conversations’ with your clients and their loved ones, to peel the onion and dig deep to build trust relationships and become an advisor for life!

There is a changing face of wealth in North America. Moving forward women will represent an increasingly influential segment within the Wealth Management market. Here are just a few important things to know: • 70% of women will change their husband’s advisor(s) within one year of the death of their spouse/partner • 90% of women will be required to play the role of sole financial decision maker at some point in their lifetime • By 2026, women in North America will control close to half of all accumulated financial wealth This target market represents a significant amount of future business for professionals. Therefore, are you already working in this market? If you are, are you doing what is necessary to become an advisor for life? If you are not already working in this market, what is preventing you from doing so? In this presentation, Jane will offer up important insights, tips and strategies as to what is important for professionals to keep top of mind

Mental Wellness & Financial Wellness go hand in hand and as a society we are talking more about mental health in the workplace but we also need to be discussing financial wellness. In surveys where they ask employees what causes you stress, the answer that tops the charts is consistently personal finance. In a recent survey conducted by a large company, they found three of the top four stressors are: • Personal and household finances (45 per cent) • Budgeting (32 per cent) • Unexpected finances (31 per cent) As well, one-third of respondents reported feeling insecure about their overall financial health. Personal finance gets into our life; it gets into our sleep, into our self-esteem, into our relationships. In this presentation, Jane will offer up important insights, tips and strategies as to what is important for professionals to keep top of mind when working with clients and their families to help minimize this stress.