Top Stories in Building Your Business

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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.

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

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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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How to give advice that sticks

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

Potential effects of the new degree requirement for CFPs

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

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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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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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Singles: A growing demographic

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

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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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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

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How to become a new economy advisor in five steps

CEO of The Big Idea Company shares tips on client engagement

Female advisor meeting with male client at hotel lobby

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

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

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

Positioning portfolios for a slowdown

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

On deadline: Tax tips

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

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

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

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