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Latest news in Practice Management

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The insurtech gap

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

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Client loyalty not leading to referrals

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

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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
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Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

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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…

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…

Phishing via internet isometric vector concept illustration Hacking credit card information website Cyber banking attack Online security

Cybersecurity breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

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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…

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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

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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
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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
Businesswoman Calculating Expenses on Printed Receipts

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

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

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

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

Why enthusiasm makes a difference

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

Help clients navigate the prenuptial agreement minefield

Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements

Four ways to break out of a sales slump

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

Helping clients with marriage and prenuptial planning

Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients

Six ways to make insurance more compelling

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

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

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

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”

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