John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect a wealthy, older client is vulnerable to financial abuse.
Moira Somers, a clinical neuropsychologist, professor, and financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking. She spoke at the CFP Professional Symposium in Toronto.
Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower than spam. He spoke at the CFP Professional Symposium in Toronto.