In part one of this three-part series, learn how to broach the topic of debt with clients. Part two provides tips on helping sandwich generation clients manage their borrowing, and part three addresses debt considerations for business owners. Learn more about helping clients managedebt in a video featuring Laurie Campbell, CEO of Credit Canada Debt Solutions.
May 23, 2013To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate
Help boomer clients ensure they have sufficient income to manage their debt in retirement
Laurie Campbell, CEO of Credit Canada Debt Solutions, discusses proven plans for advisors to ensure clients burdened by debt will overcome this challenge. Campbell itemizes five key steps to help clients to stay on track. She spoke to Fiona Collie, web reporter with Investment Executive at the TMX Broadcast Centre in Toronto.
If you notice red flags, help clients understand how debt could derail their financial plan
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