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Helping clients with marriage and prenuptial planning

Helping clients with marriage and prenuptial planning

Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients

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
  • November 23, 2017 January 17, 2018
  • 11:00
Six ways to make insurance more compelling

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 January 18, 2018
  • 17:10
Future of U.S. estate tax in doubt

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

Help for aging property owners

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 January 23, 2018
  • 12:00
Deciphering divorce clues

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 January 18, 2018
  • 17:00
A common misconception that can damage your prospecting

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 January 18, 2018
  • 16:15
Retirement income planning for longevity risk

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 January 18, 2018
  • 18:30
Constructive divorce planning options for clients

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 January 18, 2018
  • 16:00

Protect your practice from ransomware

A layered approach can help ensure that if one line of defense fails, another will provide protection

  • By: Leah Golob
  • November 8, 2017 November 8, 2017
  • 11:15
Crossing the “line of insurability”

Crossing the “line of insurability”

Jim Ruta explains why time is of the essence when buying life insurance

  • By: Jim Ruta
  • November 7, 2017 January 18, 2018
  • 16:15
Life insurance tax changes: Winners, losers and what advisors need to know

Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 January 18, 2018
  • 06:00
Eliminate dead time — and prosper

Eliminate dead time — and prosper

Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts

  • By: Jim Ruta
  • November 1, 2017 January 18, 2018
  • 16:00

Two steps to create “revelation questions”

Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer

  • By: Jim Ruta
  • September 6, 2017 January 18, 2018
  • 10:25

Preparing your clients for a bear market

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 December 14, 2017
  • 09:00

Five steps to resolving conflict with a client

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 January 22, 2018
  • 11:00

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 February 15, 2018
  • 11:00

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30

Canadian CFP professionals get digital credentials

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 February 9, 2018
  • 12:57

Security breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

The letters after your name

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide to some of the credentials that can boost your cred - and what it takes to get them

Overcoming the Big Five challenges

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

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 January 18, 2018
  • 14:30

Four ways to build a sense of urgency

Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency

  • By: Jim Ruta
  • August 30, 2017 January 18, 2018
  • 16:35

Six ways to avoid advisor prejudice

Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results

  • By: Jim Ruta
  • August 22, 2017 January 18, 2018
  • 13:25

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 December 19, 2017
  • 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

Casual Friday: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything