In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase…
Clients who winter in the U.S. may soon be able to stay longer
Most Canadians think they spend too much
Demonstrate your expertise, and focus on networking — not selling
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss their book, “When Harry left Sally: Finding your way through grey…
Four questions to help you define your ideal target market
Make sure they understand your procedure
In part 10 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to use an “accountability partner” for help in setting and…
How to gather and choose effective testimonials
It’s not enough to join a network; you have to engage your audience
Creating a steady flow of ideas
In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different…
Summarizing the meeting keeps lines of communication open
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…