Latest news in Practice Management

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 October 30, 2019
  • 13:20
Taking a mobile first mindset

Taking a mobile first mindset

Dan Richards discusses how more consumers are using smartphones as their primary device to go online

The prime appointment time most advisors forget

The prime appointment time most advisors forget

Jim Ruta explains that many advisors have forgotten that meeting prospects for lunch yields optimal results

  • By: Jim Ruta
  • August 15, 2017 October 30, 2019
  • 18:45
Why we’re all in the data management business

Why we’re all in the data management business

Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients

Four character traits of business icons

Four character traits of business icons

Jim Ruta explains the four essential character traits of people who excel in business

  • By: Jim Ruta
  • August 9, 2017 October 30, 2019
  • 19:45
Making “test and try” your mantra

Making “test and try” your mantra

Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business

How to be seamlessly indispensable

How to be seamlessly indispensable

Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service

Five ways you could be over-prospecting

Five ways you could be over-prospecting

Jim Ruta explains that it's essential for advisors to avoid these five over-prospecting mistakes

  • By: Jim Ruta
  • July 26, 2017 October 30, 2019
  • 08:00
Why you need a “Project Forever”

Why you need a “Project Forever”

Jim Ruta explains a business building tip from a young advisor who averages 150 insurance cases or more a year

  • By: Jim Ruta
  • July 19, 2017 October 30, 2019
  • 05:00
Capacity and clients: Understanding the Ontario Substitute Decisions Act

Capacity and clients: Understanding the Ontario Substitute Decisions Act

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)

Three keys to a successful prospecting call

Three keys to a successful prospecting call

Jim Ruta provides three tips on how to get effective results when calling prospective clients

  • By: Jim Ruta
  • July 12, 2017 October 30, 2019
  • 05:00
Estate disputes: Protect your practice from litigation

Estate disputes: Protect your practice from litigation

Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

Generating A-list referrals

Generating A-list referrals

Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals

  • By: Jim Ruta
  • July 5, 2017 October 30, 2019
  • 10:00
The top two reasons wills are challenged

The top two reasons wills are challenged

Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)

Five ways to conquer call reluctance

Five ways to conquer call reluctance

Jim Ruta gives five warm-up tips for conquering the reluctance to make phone calls

  • By: Jim Ruta
  • June 27, 2017 October 30, 2019
  • 12:50
Protect your practice from client poaching

Protect your practice from client poaching

Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention

  • By: Jim Ruta
  • June 20, 2017 October 30, 2019
  • 11:30

Running a financial advisory practice from your home

Set boundaries and ensure business-related information is secure

  • By: Leah Golob
  • June 19, 2017 October 30, 2019
  • 11:40
Elder abuse: Protect your clients and your practice

Elder abuse: Protect your clients and your practice

Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…

The curse of the big case

The curse of the big case

Jim Ruta shares some counterintuitive advice about insurance advisors focusing too much on big cases

  • By: Jim Ruta
  • June 13, 2017 October 30, 2019
  • 05:00
Mastering the meeting follow-up

Mastering the meeting follow-up

Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)

IFIC introduces advisor centre portal

Make sure your passwords are secure

It’s a bad idea to use the same password for multiple accounts

  • By: Leah Golob
  • June 2, 2017 October 30, 2019
  • 10:30