A large portion of older clients use the popular social-media platform
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that business people check their mobile phones, on average, every 10 minutes. The fear of…
April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona…
Indulge your craving for salt and sugar by choosing nutritious goodies
Alan Harman, director, portfolio manager, with ScotiaMcLeod in Toronto, discusses Alma Children’s Education Foundation — a charity he founded to help educate children in poverty-stricken…
Stay in regular contact with COIs, and seek feedback after sending referrals
Three issues to consider when older clients get divorced
Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for…
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
Three steps to resolving team conflict
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your…
In part two of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, discusses the potential legal definitions of a best interest standard.…
How to get millennials out of GICs in onto the market
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…