The Secret Language of Business Owners

This presentation provides advisors with a unique perspective into how business owners think, make decisions, and evaluate financial opportunities. Rather than focusing on products, it explores the language, mindset, and financial drivers that shape a business owner's behaviour, including business units, sales cycles, cash flow, debt, taxes, income diversification, and key operational metrics such as "The Nut" and "The Float." Advisors learn why traditional financial conversations often fail to resonate with entrepreneurs and discover how understanding business priorities, decision-making processes, and personal motivations can build trust and create more meaningful client relationships. By learning to speak the "language" of business owners, advisors can uncover planning opportunities, position solutions more effectively, and become trusted strategic partners rather than product providers.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 9m

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 * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development 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. (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: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-credits.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 560 presentations to learn from. Today, CE-credits.ca is the #1 CE Provider in Canada.