Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
Latest news in Client Communications
How to stay the course in tough markets
Diversification, planning and time are an advisor’s best friends when volatility strikes
- By: Allan Janssen
- June 21, 2022 June 17, 2022
- 09:00
How to talk to clients about debt
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
- By: Daniel Calabretta
- June 10, 2022 June 8, 2022
- 13:00
How to reassure clients about cybersecurity
Preparing a security guide for clients is a best practice, says an IT expert
- By: Danny Bradbury
- March 22, 2022 March 22, 2022
- 08:00
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
- By: Michelle Schriver
- November 26, 2021 November 26, 2021
- 14:44
How to manage ethical dilemmas
An expert panel urged advisors to strictly adhere to a code of ethics
- By: Michelle Schriver
- October 19, 2021 October 19, 2021
- 16:08
Losses in the time of Covid-19: Part 2
Help your business-owner clients who are disputing a tax loss with the CRA
- By: Marco Iampieri
- June 2, 2021 June 2, 2021
- 15:30
Losses in the time of Covid-19: Part 1
Help your business-owner clients who experienced a loss last year
- By: Marco Iampieri
- April 15, 2021 April 15, 2021
- 15:00
You’ve got mail
How to create a great e-newsletter for your clients
- By: Brooke Smith
- April 12, 2021 April 14, 2021
- 16:18
The pandemic could affect when and how clients divorce
Lawyers explain the factors around choosing valuation dates for assets
- By: Michelle Schriver
- June 30, 2020 June 30, 2020
- 13:25
Is now the time to review clients’ risk tolerance?
Performing the know-your-client process during a pandemic has both pros and cons
- By: Mark Burgess
- May 8, 2020 May 7, 2020
- 09:00
Advisors turning to webinars to educate clients
Online education also provides opportunity for prospecting
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:28
Tips for video-conferencing with clients
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
- By: Greg Dalgetty
- March 31, 2020 March 31, 2020
- 11:13
Mummification or being launched into space? Burial options for your client
A report looks at options ranging from plastination to being planted as a tree
- By: Maddie Johnson
- January 14, 2020 January 14, 2020
- 16:07
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
- By: Michelle Schriver
- November 13, 2019 November 17, 2019
- 16:42
How to give advice that sticks
Knowing your client’s mindset — and your own — can help you tailor advice
- By: Greg Dalgetty
- October 2, 2019 November 17, 2019
- 15:13
Tech Tips: Tax software for your clients
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
- By: Danny Bradbury
- April 5, 2019 November 17, 2019
- 10:07
Your clients should feel valued
Clients often feel unimportant because of advisors' failure to manage the experience
- By: Dan Richards
- March 8, 2019 November 17, 2019
- 15:12
Help clients identify as investors
investors are more likely to say they understand the risks and benefits of their current investments
- By: IE Staff
- January 24, 2019 November 17, 2019
- 15:00
CFIB finds Service Canada call centres lacking
A study gave the service small business owners receive a B-
- By: IE Staff
- January 8, 2019 November 17, 2019
- 12:16
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: Donalee Moulton
- November 23, 2018 November 17, 2019
- 00:12
Just say “no” to holiday stress
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
- By: Woodrow Pelley
- November 23, 2018 November 17, 2019
- 00:08
How to talk to clients about RI
Five steps to encourage the conversation
- By: Leah Golob
- June 6, 2018 November 17, 2019
- 16:00
Slideshow: Do you know what clients really think? Take our quiz
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
- By: IE Staff
- March 26, 2018 November 17, 2019
- 06:00
Two steps to create “revelation questions”
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
- By: Jim Ruta
- September 6, 2017 November 17, 2019
- 10:25