Beyond Numbers, Into Lives

This presentation explores the importance of moving beyond numbers and technical financial planning to build deeper, more meaningful relationships with clients. It emphasizes a human-centered approach to advising that focuses on understanding clients’ values, life goals, emotional drivers, and personal experiences rather than concentrating solely on products or performance. The session highlights how empathy, trust, active listening, and authentic communication can strengthen client engagement, improve long-term relationships, and create more impactful financial outcomes. Advisors will gain insight into aligning financial strategies with clients’ broader life aspirations, helping clients navigate important life transitions, and delivering advice that supports both financial well-being and personal fulfillment. Overall, the presentation encourages advisors to elevate their role from transactional service providers to trusted partners who positively influence clients’ lives beyond financial metrics.

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: 53m

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 General 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: John Siembida

With over 25 years of distinguished experience across Canada's leading financial institutions including Desjardins Financial Security, Sun Life and Standard Life John Siembida has established himself as a nationally recognized subject matter expert in life insurance, estate planning, tax strategy, and trust education. As Founder & CEO of Canadian Values Planning Corporation (CVPC), John created the CVP® (Certified Values Planner) designation Canada’s first AI-native financial planning credential. Built on the proprietary VALUES Framework™ (Values · Actions · Legacy · Understanding · Execution · Solutions), the CVP® program equips experienced Canadian advisors with the skills and mindset to thrive in an AI-enhanced advisory future.