Four questions to ask before setting up a client advisory board
You must be willing to listen and follow through on recommendations
- By: Tessie Sanci
- October 23, 2013 October 30, 2019
- 10:45
Top Stories in Building Your Business
Ruta’s Rules: Everyone is in sales
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they…
- By: Jim Ruta
- October 23, 2013 October 30, 2019
- 05:00
Keeping clients’ plans on track in retirement
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
- By: Fiona Collie
- October 23, 2013 October 31, 2019
- 05:00
Practice Management
Building client loyalty: three key steps
Engaging your clients helps fend off the competition
- By: Tessie Sanci
- October 22, 2013 October 30, 2019
- 13:10
Customize your service to meet older clients’ needs
Certain soft skills can come in handy when working with clients whose health is in decline
- By: Fiona Collie
- October 22, 2013 October 31, 2019
- 05:00
Practice Management
Improve retention by engaging your clients
Here are some steps you can take to evaluate your clients’ experience
- By: Tessie Sanci
- October 21, 2013 October 30, 2019
- 12:40
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several…
- By: Dan Richards, Shannon Burch
- October 20, 2013 October 30, 2019
- 17:50
Your Time
Casual Friday: Three ways to beat the afternoon blahs
Working while tired makes you inefficient, so follow these steps
- By: Tessie Sanci
- October 18, 2013 October 12, 2019
- 10:10
Client Communications
Five elements of a successful first meeting
Making a good impression helps ensure you will see that prospect again
- By: Tessie Sanci
- October 17, 2013 November 17, 2019
- 10:25
Sales & Marketing
Five elements of a successful newsletter
Focus on benefits for clients, not on products
- By: Tessie Sanci
- October 16, 2013 November 16, 2019
- 10:40
Ruta’s Rules: Tell your title like it is
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do…
- By: Jim Ruta
- October 16, 2013 October 30, 2019
- 09:30
Sales & Marketing
Don’t abandon your printed newsletter
Paper allows you to communicate with your clients in a variety of ways
- By: Tessie Sanci
- October 15, 2013 November 16, 2019
- 09:35
Why permanent life is making a comeback with business owners
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
- By: Dan Richards, Russ McEdwards
- October 13, 2013 October 30, 2019
- 05:00
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