Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
Latest news in Practice Management
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 April 11, 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 April 5, 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 March 13, 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 February 22, 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 February 22, 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 February 5, 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 February 7, 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 February 9, 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 January 30, 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 January 30, 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 January 18, 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 January 18, 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 January 18, 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 January 18, 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 January 18, 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 January 18, 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 January 18, 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 January 18, 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 January 23, 2018
- 12:00
A common misconception that can damage your prospecting
Jim Ruta explains how insurance advisors can avoid making a common prospecting error
- By: Jim Ruta
- November 13, 2017 January 18, 2018
- 16:15
Retirement income planning for longevity risk
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
- By: Kevin Wark
- November 12, 2017 January 18, 2018
- 18:30
Protect your practice from ransomware
A layered approach can help ensure that if one line of defense fails, another will provide protection
- By: Leah Golob
- November 8, 2017 November 8, 2017
- 11:15
Crossing the “line of insurability”
Jim Ruta explains why time is of the essence when buying life insurance
- By: Jim Ruta
- November 7, 2017 January 18, 2018
- 16:15
Life insurance tax changes: Winners, losers and what advisors need to know
Kevin Wark outlines the impact of recent tax changes to life insurance
- By: Kevin Wark
- November 6, 2017 January 18, 2018
- 06:00