Communicating across the generations
Boomers, Gen X and millennials have distinct preferences
- By: Dwarka Lakhan
- April 25, 2016 November 17, 2019
- 13:15
Top Stories in Building Your Business
The break-up: When clients get divorced
Meet with both spouses first, and remain objective
- By: Dwarka Lakhan
- April 22, 2016 October 31, 2019
- 11:15
Differentiate your practice
Focusing on a narrow niche makes you stand out
- By: Dwarka Lakhan
- April 21, 2016 October 30, 2019
- 11:30
The power of open-ended questions
Learn more about your clients through conversation, not interrogation
- By: Dwarka Lakhan
- April 20, 2016 November 17, 2019
- 13:30
Is universal life right or wrong for your clients?
Jim Ruta, president, AdvisorCraft Media and Consulting, tackles the pros and cons of universal life policies (UL). He discusses a four-part system for determining when…
- By: Jim Ruta
- April 19, 2016 October 30, 2019
- 16:10
Justify your fees to your clients
Explain what they get for the money they pay
- By: Dwarka Lakhan
- April 19, 2016 October 30, 2019
- 12:25
Helping clients understand the costs associated with aging
Some expenses go down; some go up
- By: Dwarka Lakhan
- April 18, 2016 October 31, 2019
- 13:30
A Q1 letter to clients: Three facts that point to recovery
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on crafting a positive message to clients after a tough first quarter.
- By: Dan Richards
- April 18, 2016 October 30, 2019
- 05:30
Robo-advisors: friend or foe?
Automated online investment services can be regarded as competition, or an effective tool for your practice
- By: Dwarka Lakhan
- April 15, 2016 October 30, 2019
- 11:15
Why you should discuss long-term care costs with clients
Most Canadians think government programs will cover LTC
- By: Dwarka Lakhan
- April 14, 2016 October 31, 2019
- 10:10
Make yourself indispensable to your clients
Go the extra mile and exceed expectations
- By: Dwarka Lakhan
- April 13, 2016 October 30, 2019
- 10:00
One question that clarifies: How much life insurance is enough?
Jim Ruta, president, AdvisorCraft Media and Consulting, explains one question for clients and prospects that immediately puts the question of “How much life insurance do…
- By: Jim Ruta
- April 12, 2016 October 30, 2019
- 10:45
Involve women in financial decisions
When dealing with couples, make sure both partners are equal participants
- By: Kat Shermack
- April 12, 2016 October 31, 2019
- 09:50
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
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
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
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