How to reassure clients about cybersecurity
Preparing a security guide for clients is a best practice, says an IT expert
Preparing a security guide for clients is a best practice, says an IT expert
At FP Canada's ethics session, financial planners were urged to proactively address client changes
An expert panel urged advisors to strictly adhere to a code of ethics
Help your business-owner clients who are disputing a tax loss with the CRA
Help your business-owner clients who experienced a loss last year
How to create a great e-newsletter for your clients
Lawyers explain the factors around choosing valuation dates for assets
Performing the know-your-client process during a pandemic has both pros and cons
Online education also provides opportunity for prospecting
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
A report looks at options ranging from plastination to being planted as a tree
Tips on how advisors can best serve millennials and seniors
Knowing your client’s mindset — and your own — can help you tailor advice
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
Clients often feel unimportant because of advisors' failure to manage the experience
investors are more likely to say they understand the risks and benefits of their current investments
A study gave the service small business owners receive a B-
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
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
Five steps to encourage the conversation
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
Begin discussing market downturns early in the relationship and revisit the topic frequently
Seek advice and try to settle the issue in person
Digital communication is efficient, but don’t give up on the personal touch