Home Building Your Business Practice Management

Latest news in Practice Management

businesswoman thinking

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Insights from an audit of a referral business

CSA reforms on referral arrangements have been put on the back burner — for now

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

agreement, attorney, auction, authority, balance, barrister, beam, scale, book, bookcase, books, brass, brown, business, colourconcept, contract, counsel, court, courthouse, courtroom, crime, criminal, decision, defendant, divorce, enforcement, financefreedom, gavel, government, guilt, guilty, hammer, horizontal, innocence, judge, judgement, judgment, judicial, justice, lawlawyer, legal, legislation, liberty, libra, litigation, mallet, prosecution, punishment, rights, scale, scales, scales, of, justice, sentencesymbol, symbolic, system, tax, trial, tribunal, truth, verdict, weight, will, wood, wooden

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

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

business chart showing financial success

Ten essential practice technologies

Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice

Businessman confused and being in bad temper with error message on computer.

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

People Working Finance Stock Exchange ConceptPeople Working Finance Stock Exchange Concept

Europe Blue-Chip Dividend & Growth Fund confirms termination date

Closed-end fund units will be redeemed on March 29

  • By: IE Staff
  • January 24, 2019 November 10, 2019
  • 09:27
Businesswoman with umbrella walking against strong wind

A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

female hands sending email

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

moving wealth with a group of trees shaped as pie chart financial graphs

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

keyboard with hot key for estate planning

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

usinessman putting a card with text don’t resist change embrace it in the pocket

Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

Close-up Of Two Businessman Analyzing Graph On Digital Tablet

Tech Tips: Can you ditch your laptop?

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…

smiling middle aged man in office

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

September 2018, page 24, image of Jennifer Ridedout

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

handshaking and exchanging contract documents

“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…

3 usiness people standing a peak

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…

laptop with steel security lock. password

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…

checking stock market data on a mobile device

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

enior couple meeting advisor

Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

Business man at a fork in the road

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 October 30, 2019
  • 15:15