Artificial Intelligence is transforming the advisory profession at an unprecedented pace. Information, analysis, planning tools, and technical expertise are becoming increasingly accessible and automated.

At the same time, clients are living longer, family structures are becoming more complex, and wealth, businesses, and planning decisions are being carried across multiple generations.

As these trends converge, advisors face a critical question:

What value will clients continue to seek from an advisor that technology cannot replace?

This thought-provoking presentation explores why stewardship may become the defining competitive advantage of the future.

Drawing on nearly five decades of experience working alongside advisors, business owners, and multi-generational families, Rhona Konnelly introduces a new way of thinking about advisor value - one that extends beyond products, plans, and transactions to encompass continuity, trust, family conversations, caregiving realities, succession preparedness, and the preservation of planning intent over time.

Participants will discover how the greatest risks to successful outcomes are often not technical, but human.

Participants Will Learn:

• Why stewardship is emerging as the next evolution of professional advice

• How longevity, caregiving, family dynamics, and advisor succession can quietly impact client outcomes

• The hidden risks behind even the most sophisticated planning strategies

• How to identify and address continuity gaps before they become planning failures

• Practical ways to deepen client relationships and strengthen long-term relevance

Practical Takeaways

Participants will receive actionable tools and frameworks that can be immediately incorporated into their practices, including a Continuity Planning Checklist and Family Conversation Guide designed to support meaningful client engagement in an increasingly complex world.

The future value of advice may not be defined by the plans we create, but by our ability to help those plans remain relevant, understood, and aligned over time.

Rhona Konnelly CLU®, EPC®, CPCA, RFC®

Konnelly Consulting

Rhona Konnelly is a recognized advocate for continuity, stewardship, and the preservation of planning intent across generations. With nearly five decades of experience in insurance, financial, estate, and elder planning, she has worked alongside advisors, business owners, and families to address the human realities that often determine whether even the best plans ultimately succeed.

A trailblazer in Canada’s financial services industry, Rhona began her career with Sun Life Assurance in 1977 as one of the first women to enter the profession. Throughout her career she has held senior advisory and leadership roles with organizations including Investors Group, MD Management, and Edward Jones.

Rhona is the creator of the Policyholder-First Advisor™ Framework and founder of the emerging Insure Justice initiative, dedicated to advancing awareness of policyholder rights, continuity, and long-term stewardship. Her work increasingly focuses on the intersection of longevity, caregiving, family dynamics, succession planning, and the evolving role of advisors in an AI-driven world.

A sought-after speaker, educator, and thought leader, Rhona is known for challenging conventional thinking and helping advisors uncover opportunities to create deeper value through meaningful client conversations, continuity planning, and stewardship-based advice.

She holds the Chartered Life Underwriter (CLU), Elder Planning Counselor (EPC), Certified Professional Consultant on Aging (CPCA), and Registered Financial Consultant (RFC) designations and continues to advocate for families, policyholders, and the advisory profession across Canada.

A note about the CE credits - These CE credits can also be used for the following Regulators and Associations. Please check the appropriate website for further CE information. 

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE COURSES.

FP Canada - Please note - Effective January 1, 2025. FP Canada's CE requirements are now grouped into three categories: Financial Planning, Professional Responsibility, and General CE including Giving Back. CE in the Financial Planning & Professional Responsibility category must be accredited by FP Canada.

General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada's requirements - The General CE category includes activities related to financial planning, financial advice or services, or the financial services industry, as well as Giving Back activities.  

MANY of our courses will apply to the General CE Category as per FP Canada rules. View all the General CE information HERE.

CFPs you are allowed 11 General CE Maximum annually. QAFPs, you are allowed 4 General CE Maximum annually.

(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.

Certificates, payment receipts and online instructions will be emailed directly after the webinar.