In the final video of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, alerts advisors to the perils of client segmentation. He gives tips…
A three-part series on conducting a year-end review of your practice
Before you start thinking about your goals and resolutions for the new year, take a critical look at the methods you have used throughout the…
Foundations and donor-advised funds can offer advantages over direct charitable donations
Find out what works and what deserves more resources
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
Understand your clients’ goals and consider the tax implications when discussing charitable giving
Find a suitable theme and don’t skimp on the menu
Remember you’re there to socialize, not to network
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent…
Recognize the life events that can trigger a client’s desire to make a charitable donation
Ensure they pack a “border kit” and note provincial health-care limitations
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase…
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
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
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…