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Benefits of life interest trusts for HNW clients

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 January 18, 2018
  • 13:00
Key yearend tax planning tips

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

New technology will change advisors’ business model

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

Navigating changes to testamentary trusts

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 January 18, 2018
  • 12:35
Five qualities to consider when hiring staff

Be a key resource for HNW clients

Wealthy clients don’t have much time and want advisors to take care of their unique needs

  • By: Leah Golob
  • October 19, 2017 October 19, 2017
  • 18:00
Evolving corporate tax proposals make RRSPs a smart choice for business owners

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners

How new technology will change referrals, prospecting and conversion

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

Stop underinsuring clients

Stop underinsuring clients

Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured

  • By: Jim Ruta
  • October 17, 2017 January 18, 2018
  • 12:25
Changes coming to passive investment rules?

Changes coming to passive investment rules?

Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work

  • By: Kevin Wark
  • October 13, 2017 January 18, 2018
  • 13:55
Advisors must embrace changing technology

Advisors must embrace changing technology

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…

Breaking down Ottawa’s proposed tax changes

Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 January 18, 2018
  • 18:00
The ironic key to iconic success

The ironic key to iconic success

Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance

  • By: Jim Ruta
  • October 5, 2017 January 18, 2018
  • 12:20
Four common mistakes to avoid

Casual Friday: Are you sabotaging yourself?

Avoid these common self-destructive thought patterns

  • By: Leah Golob
  • September 27, 2017 January 12, 2018
  • 14:50

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