The Bar, The Approach and The Imposter

This presentation explores the mindset, habits, and professional standards that contribute to long-term success in the financial services industry. It examines the concept of “the bar” as the standard advisors set for themselves, the importance of developing a consistent and client-focused approach, and the impact of imposter syndrome on confidence and performance. The session emphasizes personal growth, resilience, and continuous improvement while encouraging advisors to strengthen communication, build authentic client relationships, and remain adaptable in a changing industry. By combining self-awareness with practical strategies for professional development, the presentation helps advisors better understand how mindset and behavior influence both client outcomes and career success.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 50m

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 Business Conduct Non-Ethics credit (in bundles) * CIRO (ID)- 1 Compliance credit (in bundles) * Advocis - 1 IAFE Approved Ethics credit * CSI - 1 Compliance credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * 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: Steve Malo

Steve first entered the financial services industry in 2004 as the Branch Administrator for a brokerage firm in Kingston, Ontario. He then went to complete his degree in Biology and Philosophy at the University of Waterloo. Steve returned to financial services in July 2008 as an advisor in the Kitchener-Waterloo region, where he built a successful practice. Starting in 2010, Steve held numerous field management roles at Canada Life, with a focus on advisor sourcing, training, and practice development. Steve joined the Canada Life compliance team, as Director, Market Conduct in 2020, where he focused on regulatory compliance management and operational risk. He returned to distribution in 2025, where he is currently the assistant vice-president of special initiatives. He lives in a small country town outside of London and has 2 children.