Paper allows you to communicate with your clients in a variety of ways
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
Questions should cover four main areas. Include a “comments” section
Use a formal process and ask consistent questions
In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic…
Staff appreciation builds loyalty. It should be part of your budget
Look out for your client’s interests and broach sensitive topics
Once you’ve found a prospect, you still need to make sure it’s a good fit
Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to become the go-to advisor for a company's employees. He gives tips on community…
You will learn from a more experienced advisor who has been in your shoes
Share success stories that show how you created positive change for a new client
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used…
Encryption and strong passwords are essential
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…