Terry Ritchie, cross-border tax and estate planning expert, discusses how Americans living in Canada could be hit by a 3.8% surtax on passive income brought…
An organized work space shows clients that you are in control
Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software…
Protect your devices and your sensitive data
The social media tool is popular with women
Infographics make concepts easy for clients to understand
Use pictures and video to tell your story
In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner?…
Improve relationships with clients and COIs
The quality of the data you gather depends on the questions you ask
Survey your clients on four major aspects of your relationship
A client feedback program can help you find new revenue opportunities
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…