Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
“Meet” your clients on your computer when you can’t meet in person
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
Understanding this critical service can result in a more efficient operation
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, soothes concerns that the new advisor compliance regime from the Canadian…
Keep your staff members focused and organized
You don’t have to be an expert to make social media an effective part of your marketing strategy
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a…
Consider an organized strategy and, at the very least, send a card
Say thanks to your team with fun and gifts
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why advisor enthusiasm inspires clients and prospects, and attracts new…
The key is to strike the right tone and don’t be promotional
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
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
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…
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…