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Top Stories in Building Your Business

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Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Research and Markets

Mummification or being launched into space? Burial options for your client

A report looks at options ranging from plastination to being planted as a tree

businesswoman thinking
Practice Management

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

Asian senior father and adult son at home. Family living lifestyle.
Client Communications

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

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Practice Management

Insights from an audit of a referral business

CSA reforms on referral arrangements have been put on the back burner — for now

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Client Communications

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice

Financial Planning

Potential effects of the new degree requirement for CFPs

A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022

stressed senior couple calculating budget at home
Industry News

Report reveals Canadians’ weak knowledge of retirement income

Employer plans, OAS and GIS were the least understood topics

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 12:55
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Industry News

Advisors top list of retirement planning tools: survey

But advisors aren’t as popular with Gen X investors

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 10:30
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Building Your Business

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

  • By: Leah Golob
  • May 3, 2019 November 6, 2019
  • 00:12
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Building Your Business

Tech Tips: Getting the most from your Wi-Fi

A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office

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Practice Management

Surveying the competitive landscape of wealth management

A look at the opportunities and risks advisors face

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How advisors can protect themselves from E&O claims

Tips on how to avoid claims, and what to do when claims arise

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Is now the time to review clients’ risk tolerance?

Performing the know-your-client process during a pandemic has both pros and cons

Advisors turning to webinars to educate clients

Online education also provides opportunity for prospecting

Cost control is paramount during uncertain markets, say advisors

Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

  • By: IE Staff
  • April 5, 2019 October 31, 2019
  • 10:27

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

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…

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…

Why banning life insurance sales incentives won’t help consumers

Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage

  • By: Jim Ruta
  • September 13, 2017 November 16, 2019
  • 14:30

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

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