Be positive and keep it personal
Set goals and identify your audience
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice…
Advisors urged to ask more questions to ensure suitability requirements are being met
Attracting and retaining female clients requires a different approach
In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this…
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve…
Get the flu shot and, as your mother used to say, wash your hands and cover your mouth
Show them that your relationship is about more than money
Aim for a blend of experts in finance and other areas
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has…
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…