Socially responsible advisor
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial…
- By: Tessie Sanci
- November 27, 2015 November 9, 2019
- 00:00
Latest news in Special Reports
It’s the impact that counts
The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with…
- By: Dan Richards
- November 27, 2015 November 9, 2019
- 00:00
How to handle a bad review online
Responding directly to a negative comment can demonstrate your dedication to customer service, but be careful to avoid a public battle of words
- By: Fiona Collie
- November 26, 2015 November 16, 2019
- 10:30
CFP Symposium: Protecting older clients from financial abuse
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…
- By: John Poyser
- November 25, 2015 November 9, 2019
- 14:51
Keep tabs on your virtual reputation
Set up a system to monitor what information is being posted and shared about you online, so that you’re prepared for what your prospects might…
- By: Fiona Collie
- November 25, 2015 November 16, 2019
- 12:55
CFP Symposium: Help emotional clients keep their cool
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.…
- By: Moira Somers
- November 24, 2015 November 9, 2019
- 07:15
Rethinking Retirement: A growing need for equities
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…
- By: Darren Coleman
- November 23, 2015 November 9, 2019
- 12:00
Abundance mindset drives top performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality”…
- By: Dan Richards
- November 23, 2015 November 9, 2019
- 06:15
How to deal with seniors suffering from diminished capacity
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
- By: Tessie Sanci
- November 19, 2015 November 9, 2019
- 17:20
Why you don’t have to use social media
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…
- By: Scott Stratten
- November 19, 2015 November 16, 2019
- 14:50
Watch what you say when speaking with prospective clients
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…
- By: Tessie Sanci
- November 18, 2015 November 9, 2019
- 15:40
Life insurance: No new regulations needed
Jim Ruta, president, AdvisorCraft Media and Consulting, explains his view that life insurance is a distinct product offering that is already heavily regulated, and therefore…
- By: Jim Ruta
- November 17, 2015 November 9, 2019
- 07:50
Stocks that managers are banking on
Part three of a Canadian equity roundtable
- By: Sonita Horvitch
- November 16, 2015 November 9, 2019
- 09:30
Structure your day for peak performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.
- By: Dan Richards
- November 16, 2015 November 9, 2019
- 06:15
Replay: The realities of retirement
Determining how much is enough, how much is too much, and how fast to spend it in retirement
- By: Fred Vettese
- November 13, 2015 November 9, 2019
- 14:30
DAC 2015: Robo-advisors face challenges
It takes U.S. firms four years to recoup their client acquisition costs
- By: Tracy LeMay
- November 12, 2015 November 9, 2019
- 07:40
Managers drill down into energy-stock valuations
Part two of a Canadian equity roundtable
- By: Sonita Horvitch
- November 11, 2015 November 9, 2019
- 15:00
DAC 2015: Advisors must make an effort to show their value
New report looks to gauge what investors think about their financial advisors and whether those opinions may change in the near future
- By: Tessie Sanci
- November 11, 2015 November 9, 2019
- 09:50
DAC 2015: Plan to be cyber resilient
IIAC chief Ian Russell outlines the critical elements of an effective cyber security program
- By: Tracy LeMay
- November 10, 2015 November 9, 2019
- 07:30
Make policy illustrations clear for prospects
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
- By: Jim Ruta
- November 10, 2015 November 9, 2019
- 06:15
Investment strategies in a sluggish economy
Part one of a Canadian equity roundtable
- By: Sonita Horvitch
- November 9, 2015 November 9, 2019
- 14:40
When prospects have an advisor
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.
- By: Dan Richards
- November 9, 2015 November 9, 2019
- 06:15
Casual Friday: Four tips for a better business lunch
Smoothing out these details can make for a more productive, pleasant meeting
- By: Leah Golob
- November 6, 2015 November 17, 2019
- 12:55
MICs and syndicated mortgages offer diversification
These products carry risks and advisors need to ensure they understand the licensing and regulatory requirements associated with these investments
- By: Fiona Collie
- November 6, 2015 November 9, 2019
- 06:00
Attracting retired prospects
Persuading baby boomers and retirees to leave the advisor with whom they have a relationship is a tough sell - unless you can prove that…
- By: Tessie Sanci
- November 6, 2015 November 9, 2019
- 00:00