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  1. Leah Golob
    Wealthy clients don’t have much time and want advisors to take care of their unique needs
  2. Special Feature

    HNW Guide 2017

    IE Staff
    IE’s first guide to serving the needs of high net-worth clients, from getting into their mindset to developing the top level service they demand
  3. Leah Golob
    Women will soon control almost half of Canadian assets, and require tailored advice
  4. Leah Golob
    Communication is key to helping your clients feel comfortable dealing with you
  5. Sophie Allen-Barron
    Five tips for developing a specialist practice
  6. Charles Bossy
    What to say when your client asks: Why should I work with you and not a robo?
  7. Beatrice Paez
    Talking to millennials about insurance
  8. Dwarka Lakhan
    Your family members, friends and acquaintances can help you grow your business
  9. Dwarka Lakhan
    Getting new clients is good, but keeping the clients you have can be far more profitable
  10. Dwarka Lakhan
    Show them how various products can fit into the different stages of their lives