Why enthusiasm makes a difference
Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters
- By: Jim Ruta
- December 5, 2017 October 30, 2019
- 09:35
Top Stories in Building Your Business
Help clients navigate the prenuptial agreement minefield
Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements
- By: Nathalie Boutet
- December 3, 2017 October 30, 2019
- 12:00
Don’t lose sight of the plan
Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth
- By: Greg Newman
- November 30, 2017 October 31, 2019
- 08:00
Four ways to break out of a sales slump
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
- By: Jim Ruta
- November 28, 2017 October 30, 2019
- 14:15
Helping clients with marriage and prenuptial planning
Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients
- By: Nathalie Boutet
- November 24, 2017 October 30, 2019
- 15:15
Financial Planning
Now is the time for clients to consider tax loss selling to offset gains
It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else
- By: Craig Wong, The Canadian Press
- November 23, 2017 October 31, 2019
- 11:00
Six ways to make insurance more compelling
Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients
- By: Jim Ruta
- November 22, 2017 October 30, 2019
- 17:10
Future of U.S. estate tax in doubt
Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians
- By: Jamie Golombek
- November 20, 2017 October 31, 2019
- 18:00
Help for aging property owners
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
- By: Kevin Wark
- November 19, 2017 November 9, 2019
- 12:00
Deciphering divorce clues
Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information
- By: Eva Sachs
- November 16, 2017 October 31, 2019
- 17:00
A common misconception that can damage your prospecting
Jim Ruta explains how insurance advisors can avoid making a common prospecting error
- By: Jim Ruta
- November 13, 2017 October 30, 2019
- 16:15
Retirement income planning for longevity risk
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
- By: Kevin Wark
- November 12, 2017 November 9, 2019
- 18:30
Constructive divorce planning options for clients
Eva Sachs outlines options that advisors can share with clients navigating separation or divorce
- By: Eva Sachs
- November 8, 2017 October 31, 2019
- 16:00
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