April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona…
Indulge your craving for salt and sugar by choosing nutritious goodies
Alan Harman, director, portfolio manager, with ScotiaMcLeod in Toronto, discusses Alma Children’s Education Foundation — a charity he founded to help educate children in poverty-stricken…
Stay in regular contact with COIs, and seek feedback after sending referrals
Three issues to consider when older clients get divorced
Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for…
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
Three steps to resolving team conflict
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your…
In part two of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, discusses the potential legal definitions of a best interest standard.…
How to get millennials out of GICs in onto the market
Jim Ruta, managing partner and chief sales officer, InforcePRO, says clients buy life insurance products to protect those they love. He explains how to create…
Four steps to getting control of a major source of 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
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…