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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 August 14, 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 August 14, 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 August 14, 2018
  • 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 August 14, 2018
  • 16:15
Life insurance tax changes: Winners, losers and what advisors need to know

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 August 14, 2018
  • 06:00
Eliminate dead time — and prosper

Eliminate dead time — and prosper

Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts

  • By: Jim Ruta
  • November 1, 2017 August 14, 2018
  • 16:00
Benefits of life interest trusts for HNW clients

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 August 14, 2018
  • 13:00
New technology will change advisors’ business model

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

Navigating changes to testamentary trusts

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 August 14, 2018
  • 12:35
Five qualities to consider when hiring staff

Be a key resource for HNW clients

Wealthy clients don’t have much time and want advisors to take care of their unique needs

  • By: Leah Golob
  • October 19, 2017 August 14, 2018
  • 18:00
How new technology will change referrals, prospecting and conversion

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

Stop underinsuring clients

Stop underinsuring clients

Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured

  • By: Jim Ruta
  • October 17, 2017 August 14, 2018
  • 12:25
Changes coming to passive investment rules?

Changes coming to passive investment rules?

Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work

  • By: Kevin Wark
  • October 13, 2017 August 14, 2018
  • 13:55
Advisors must embrace changing technology

Advisors must embrace changing technology

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…

Breaking down Ottawa’s proposed tax changes

Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 August 14, 2018
  • 18:00
The ironic key to iconic success

The ironic key to iconic success

Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance

  • By: Jim Ruta
  • October 5, 2017 August 14, 2018
  • 12:20
Four common mistakes to avoid

Casual Friday: Are you sabotaging yourself?

Avoid these common self-destructive thought patterns

  • By: Leah Golob
  • September 27, 2017 August 14, 2018
  • 14:50
How client segmentation can destroy your brand

How client segmentation can destroy your brand

Jim Ruta cautions that segmenting clients can harm your reputation and your brand

  • By: Jim Ruta
  • September 26, 2017 August 14, 2018
  • 14:25
Tax penalties and how to apply for relief

Tax penalties and how to apply for relief

From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)

Female clients need special treatment: report

Female clients need special treatment: report

Women will soon control almost half of Canadian assets, and require tailored advice

  • By: Leah Golob
  • September 22, 2017 August 14, 2018
  • 10:35
Staying clear of tax mistakes and penalties

Staying clear of tax mistakes and penalties

Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)

Don’t let tax documentation go wrong

Don’t let tax documentation go wrong

From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)

CRA audits: Risks, pitfalls and tips

CRA audits: Risks, pitfalls and tips

Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…

Advisors, put your smartphone away

Advisors, put your smartphone away

Dan Richards shares research on how advisors can boost productivity by putting away their smartphones

Dealing with conflict at the office

Resolving disputes positively can improve self-respect among staff

  • By: Leah Golob
  • August 23, 2017 August 14, 2018
  • 13:20