Having a direct beneficiary could cause problems for wealthy clients
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 14:20
Top Stories in Building Your Business
Six sales and prospecting talks advisors need to practice
Jim Ruta explains six sales and prospecting talks you need to have down cold to be a top advisor
- By: Jim Ruta
- May 29, 2017 October 30, 2019
- 05:30
Bridging the financial planning gap
Most advisors offer financial planning, but only about half of clients have a plan
- By: Leah Golob
- May 26, 2017 October 31, 2019
- 11:15
Offering support in times of grief
Attending the funeral of a client’s loved one can provide comfort
- By: Leah Golob
- May 24, 2017 November 17, 2019
- 11:00
Networking key to finding a mentor/partner
Working with a senior advisor can help rookies overcome the challenges of launching a new business
- By: Leah Golob
- May 23, 2017 October 30, 2019
- 09:45
Does your meeting strategy drive clients away?
Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)
- By: Dan Richards
- May 23, 2017 October 30, 2019
- 05:20
Working with grieving clients
Comforting a client who has lost a loved one is an increasingly important skill for financial advisors
- By: Leah Golob
- May 18, 2017 November 17, 2019
- 10:30
“Lead magnets” attract prospects online
Offer your visitors downloadable content in exchange for their contact information
- By: Leah Golob
- May 16, 2017 November 16, 2019
- 11:25
Discussing elephant-in-the-room issues with clients
Dan Richards explains how advisors can make it easier for clients to discuss topics that they are worried about but not comfortable raising (Part 6…
- By: Dan Richards
- May 15, 2017 October 30, 2019
- 05:25
Asking for referrals: pick up the phone
While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions
- By: Leah Golob
- May 12, 2017 November 17, 2019
- 11:45
Is your wardrobe costing you clients?
Dan Richards explains three key principles for advisors on how to dress to make meetings effective (Part 5 of 8)
- By: Dan Richards
- May 11, 2017 October 30, 2019
- 06:00
Actively combating portfolio volatility
Don’t be passive about discussing the benefits of active investing
- May 9, 2017 November 10, 2019
- 14:30
Three key estate-planning questions
Discussing these issues can save your clients trouble in the long run
- By: Leah Golob
- May 9, 2017 October 31, 2019
- 13:40
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
The retirement planning gap
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
- By: Coreen Sol
- April 6, 2026 April 3, 2026
- 01:25
Health-care budgeting for longevity
Don’t think about care costs as a single number — plan for ranges that evolve over time
- By: Neela White
- January 23, 2026 January 23, 2026
- 11:17
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
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