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Latest news in Practice Management
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 June 25, 2018
- 15:56
Moving on up
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…
- By: Megan Harman
- June 1, 2018 June 25, 2018
- 00:05
Tech Tips: Keep your passwords safe
Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…
- By: Danny Bradbury
- June 1, 2018 June 25, 2018
- 00:03
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 June 25, 2018
- 15:23
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 June 25, 2018
- 14:45
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 June 25, 2018
- 15:15
Learnedly launches ETF course for mutual fund reps
The proficiency course follows requirements set out by the MFDA
- By: Leah Golob
- April 4, 2018 June 25, 2018
- 12:50
Tech Tips: Roam, without getting robbed
Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…
- By: Danny Bradbury
- March 1, 2018 June 25, 2018
- 00:10
Tech Tips: The tech-savvy office
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
- By: Danny Bradbury
- February 15, 2018 June 25, 2018
- 00:10
Cybersecurity breaches prove costly
Study estimates 41% of Canadian companies had sensitive data exposed last year
- By: Canadian Press
- February 8, 2018 June 25, 2018
- 13:30
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…
- By: Wendy Cuthbert
- February 5, 2018 June 25, 2018
- 00:12
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
- By: George Hartman
- February 5, 2018 June 25, 2018
- 00:11
Expanding your business with centres of influence
Building a strong referral network can be beneficial for all parties involved
- By: Leah Golob
- January 31, 2018 June 25, 2018
- 10:31
The power of prospecting
Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice
- By: Leah Golob
- January 30, 2018 June 25, 2018
- 10:15
Develop your unique value proposition
Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach
- By: Leah Golob
- January 29, 2018 June 25, 2018
- 11:35
The strongest way to start a new client interview
Jim Ruta shares the best question advisors can ask at the start of a new client interview
- By: Jim Ruta
- December 20, 2017 June 25, 2018
- 13:00
You’ve got to keep records to break records
Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors
- By: Jim Ruta
- December 12, 2017 June 25, 2018
- 15:20
The first three topics a divorcing couple needs to discuss
Nathalie Boutet explains what should be the priorities of a couple that has decided to dissolve a marriage
- By: Nathalie Boutet
- December 10, 2017 June 25, 2018
- 15:00
Why enthusiasm makes a difference
Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters
- By: Jim Ruta
- December 5, 2017 June 25, 2018
- 09:35
Help clients navigate the prenuptial agreement minefield
Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements
- By: Nathalie Boutet
- December 3, 2017 June 25, 2018
- 12:00
Four ways to break out of a sales slump
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
- By: Jim Ruta
- November 28, 2017 June 25, 2018
- 14:15
Helping clients with marriage and prenuptial planning
Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients
- By: Nathalie Boutet
- November 24, 2017 June 25, 2018
- 15:15
Six ways to make insurance more compelling
Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients
- By: Jim Ruta
- November 22, 2017 June 25, 2018
- 17:10
Help for aging property owners
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
- By: Kevin Wark
- November 19, 2017 June 25, 2018
- 12:00