Focus on your top clients — and on prospects who share their characteristics
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net…
Asif Nasim, managing director, Wickware Communications, talks about how to leverage social media to increase your community, referrals and public profile, while staying firmly within…
Harmonious lifestyle should be a habit, not a destination
Expanding your menu requires research, planning
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million…
Set clients at ease and be a good listener
Become an expert in one area, and build credibility and referrals
The key to philanthropic planning is understanding your client’s values
Exhibit your community awards, but remain humble
Some clients may have a lot to gain — in tax savings — by giving
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million…
Discussing charitable giving can strengthen your client relationships
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…