Insight and practical tools from the CFP Professional Symposium in Toronto, Nov. 18. The theme of this year’s symposium was Trust Matters.November 25, 2015
John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect a wealthy, older client is vulnerable to financial abuse.
Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking. She spoke at the CFP Professional Symposium in Toronto.
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower than spam.
Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to understand