Trust & Integrity: Your Superpower

This presentation emphasized the importance of trust and integrity as competitive advantages in the financial industry. The presenter outlined five authentic ways to build trust: radical transparency, prioritizing client interests, creating a culture of follow-up, documenting interactions, and inviting questions and second opinions. The presenter highlighted the significant impact of authenticity, citing a 93% client retention rate, a 78% referral rate, and an 85% job satisfaction rate for authentic advisors. The presenter also discussed the consequences of inauthenticity, such as loss of trust and legal penalties.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 52m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Business Conduct Non-Ethics credit (in bundles) * Advocis - 1 IAFE Approved (Ethics) credit * CSI - 1 Compliance credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Trust & Integrity: Your Superpower
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Murali Murthy

Murali Murthy is a renowned Executive Coach, Leadership Advisor, and Growth Strategist dedicated to helping CEOs, senior executives, and organizations elevate leadership impact and accelerate business growth. With a proven track record as an acclaimed keynote speaker, transformational mentor, and bestselling author, Murali empowers leaders to navigate complexity, align teams, and drive breakthrough results. As the author of Unstoppable YOU, The ACE Principle, and Unleash Your WOW, Murali shares practical, actionable frameworks for personal and professional transformation. His workshops, presentations, and executive programs help individuals and organizations uncover their unique edge and thrive in today’s hyper-competitive world. Murali's personal philosophy is, "We are all born twice on this planet. The first is the day we were born, and the second is the day we realize why we were born. The purpose of life is life with a purpose." Murali resides in Markham, Ontario, with his wife and two sons. He continues to inspire individuals and organizations globally to discover their purpose, amplify their impact, and unlock their true potential.