There is no easy way to terminate an employee, but you can take steps to make the process as smooth as possible
Tools and strategies can help you guide clients through life’s events
With the tough economy leading to layoffs and salary reductions, advisors are increasingly being called upon to offer advice on employment issues. Helping your clients with financial preparations concerning employment changes can instil feelings of greater security and peace of mind. Clients who feel their employment position is insecure may want to set up a […]
Every client contact provides a growth opportunity, so consider adding questions on introductions and referrals
Clients need to be reassured that you have their best interests at heart
Acting in an environmentally responsible fashion not only helps the planet stay healthy, it can also improve your practice
Jim Johnston does not toss water bottles in public parks. The director of environmental sustainability for Bank of Montreal doesn’t even use water bottles. That’s why his colleagues on the bank’s baseball team found it so funny when they caught him throwing an empty one that he had found on the field in the middle […]
Advisors can learn from coaches who succeed at the highest levels of sports
Some advisors say seminars are making a comeback, but with a few timely tweaks; tips to gain control of your inbox
Tie up loose ends and be clear on whether you should be contacted