How to court centres of influence
Developing strong referral relationships takes time, patience and a strategy
- By: Wendy Cuthbert
- November 13, 2013 November 16, 2019
- 12:01
Top Stories in Building Your Business
Practice Management
Let your team evaluate you
Listening to your staff opens communication and improves your business
- By: Tessie Sanci
- November 12, 2013 October 30, 2019
- 11:45
Ruta’s Rules: Are your sales gimmick-based or values-based?
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
- By: Jim Ruta
- November 11, 2013 October 30, 2019
- 16:25
Practice Management
Four steps to valuable performance reviews
Constructive evaluation is good for your business
- By: Tessie Sanci
- November 11, 2013 October 30, 2019
- 13:30
Practice Management
Get more from your CRM system
Build deeper bonds with clients by gathering and entering more information
- By: Tessie Sanci
- November 8, 2013 October 30, 2019
- 11:30
Fine-tuning your referral process
Don’t over-emphasize your quest for new business
- By: Wendy Cuthbert
- November 7, 2013 November 17, 2019
- 11:25
Choosing meaningful gifts
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
- By: Tessie Sanci
- November 7, 2013 November 16, 2019
- 06:00
A referral strategy that works
Cloning your top clients calls for soul searching
- By: Wendy Cuthbert
- November 6, 2013 November 17, 2019
- 11:20
Deciding when to give clients gifts
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
- By: Tessie Sanci
- November 6, 2013 November 16, 2019
- 06:00
Financial Planning
Young clients and estate planning
Broaching a difficult but important topic
- By: Tessie Sanci
- November 5, 2013 October 31, 2019
- 11:10
Giving gifts can strengthen relationships with clients
A meaningful gift can leave a lasting impression and remind clients of you year-round
- By: Tessie Sanci
- November 5, 2013 November 16, 2019
- 06:10
Do you have a mission impossible statement?
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or…
- By: Jim Ruta
- November 4, 2013 October 30, 2019
- 12:30
Client Communications
Success with client couples
Four ways to make sure both spouses are engaged
- By: Tessie Sanci
- November 4, 2013 November 17, 2019
- 12:00
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
Casual Friday: Dress codes getting more casual
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
- By: Leah Golob
- July 28, 2017 October 19, 2019
- 05:00
Casual Friday: Free apps can help you stay healthy
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
- By: Beatrice Paez
- February 17, 2017 October 19, 2019
- 11:00
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:22
Securing financial independence for Canadians with disabilities
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
- By: Alyssa Mitha
- December 5, 2025 December 5, 2025
- 09:59
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
5 ways you can help clients navigate a successful business transition
Legacy protection demands careful planning and attention to detail — advisors have a role to play
- By: Dave Turnbull
- August 26, 2025 August 26, 2025
- 13:10
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Dynamic launches emerging market equities fund
Inflows to emerging markets have soared in recent months
- By: IE Staff
- March 1, 2021 March 1, 2021
- 11:10
Tech tips: Get more from social media
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…
- By: Danny Bradbury
- July 27, 2018 November 16, 2019
- 00:09
Why referrals are declining
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…
- By: Dan Richards
- March 1, 2018 November 16, 2019
- 00:11