Top Stories in Building Your Business

Single woman in apartment

Singles: A growing demographic

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

  • By: Leah Golob
  • May 3, 2019 November 6, 2019
  • 00:12
WI-FI icons with buildings

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

businessman race hurdle competition

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

hand drawing creative business strategy with light bulb as concept

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
tax calculator with red button

On deadline: Tax tips

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

Smiling businessman calculates taxes and gesturing thumbs up

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Silhouttes of Two Business People Having a Handshake

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

boomer couple signing contract with financial planner

After the rush: Post-RRSP reviews

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

Depression, business man sitting on ground street concrete stairs suffering emotional pain,

Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

  • By: Leah Golob
  • March 8, 2019 November 6, 2019
  • 15:10
Close-up Of Businesswoman Stopping The Effect Of Domino With Hand

Many women put their retirements at risk making financial sacrifices

By their late 50s, women have saved approximately half of what men have saved

  • By: IE Staff
  • February 21, 2019 October 31, 2019
  • 11:30
silhouettes of happy parents walking with child and baby’s stroller on the seacoast

B.C. Child Opportunity Benefit a centrepiece of provincial budget

The new program will provide almost $400 million a year to about 290,000 families

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

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

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

How to help clients plan for career changes

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

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

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

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…

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…

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

  • 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