Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively with clients and their families, focuses attention on estate planning, and encourages the…
Agendas can help build your client relationships
Avoid the bad choices that can come with disrupted schedules
Mitch Anthony, President, Advisor, Insights, Inc., explains the three elements that are a must to truly get to know your client. Anthony explains that advisors…
Look after yourself and communicate with staff and clients
In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not…
Set goals and measure your progress
Tell your story and make use of the site’s valuable tools
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of forecasting for financial markets. He explains which measures do and do…
Check with compliance and list relevant skills
Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer…
Be patient and know when to ask for an introduction
April Rudin, founder of The Rudin Group, a consulting firm specializing in wealth management strategies and social media, explains why social media is a must…
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…