Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Latest news in Client Communications
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
Preparing your clients for a bear market
Begin discussing market downturns early in the relationship and revisit the topic frequently
- By: Leah Golob
- August 29, 2017 November 17, 2019
- 09:00
Five steps to resolving conflict with a client
Seek advice and try to settle the issue in person
- By: Leah Golob
- August 24, 2017 November 17, 2019
- 11:00
Connecting with clients, for traditionalists
Digital communication is efficient, but don’t give up on the personal touch
- By: Leah Golob
- June 12, 2017 November 17, 2019
- 15:10
Offering support in times of grief
Attending the funeral of a client’s loved one can provide comfort
- By: Leah Golob
- May 24, 2017 November 17, 2019
- 11:00