Finding success in smaller business centres
Brent McKay, financial advisor for Sunlife Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take a leadership role in the volunteer community; make confidentiality paramount; and deliver consistency to grow existing relationships. He spoke to Dan Richards from ClientInsights at the TMX in Toronto.
Tax penalties and how to apply for relief
From TFSA over-contributions to repeated late-filing, Adrienne Woodyard, partner, DLA Piper (Canada)...
Staying clear of tax mistakes and penalties
Adrienne Woodyard, partner, DLA Piper (Canada) LLP, discusses how to avoid the most common tax filin...
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard, partner, DLA Piper (Canada) LL...
CRA audits: Risks, pitfalls and tips
In part one of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties," ...
Advisors, put your smartphones away
Dan Richards, CEO, Client Insights, shares research on how financial advisors can boost productivity...
Taking a mobile first mindset
Dan Richards, CEO, Client Insights, discusses how more consumers are using smartphones as their prim...
Why we’re all in the data management business
Dan Richards, CEO, Client Insights, explains how data management can help you improve your online co...
Making “test and try” your mantra
Dan Richards, CEO, Client Insights, explains how a "test and try" mindset can accelerate new initiat...
How to be seamlessly indispensable
Dan Richards, CEO, Client Insights, explains the process of identifying your clients’ pain points an...