When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
Even the weather can lead to a productive exchange if you take the right approach
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how acting like a business owner can actually damage your…
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
A common vision and complementary skills are key to success
Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it's important for snowbirds to keep count of their days in…
Empower team members to make decisions and follow through
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with…
Sometimes it’s how you assign a task that determines its success
Available high-tech — and low-tech — tools can give you the edge
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market…
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
Appeal to your clients and your centres of influence
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
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
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…