Embracing the “glory decade”
While life expectancies are getting longer, the time in retirement that clients really will be able to enjoy - through travel and other activities -…
- By: Dan Richards
- December 1, 2014 November 6, 2019
- 00:00
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Rookie tips: Getting through the first year
There is no magic bullet, but be prepared to “bloody your nose”
- By: Tessie Sanci
- November 28, 2014 October 30, 2019
- 11:25
Robo-advisors: Not for clients only
Firms that provide online robo-advisory services are extending that service to advisors so that they can focus on serving clients
- By: Clare O’Hara
- November 28, 2014 October 30, 2019
- 00:00
10 tips for continuous improvement
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, gives 10 tips on how to increase your productivity and explains…
- By: Jim Ruta
- November 26, 2014 October 30, 2019
- 06:30
Referrals 3: Making contact
Show courtesy to both your client and the person he or she referred
- By: Tessie Sanci
- November 24, 2014 October 30, 2019
- 10:01
Two seconds that matter with prospects
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, highlights the two seconds that are pivotal for gaining new prospects. Richards explains strategies for…
- By: Dan Richards
- November 24, 2014 October 30, 2019
- 06:15
The truth about the new family tax cut
You need to help your clients understand their true savings for 2015
- By: Jamie Golombek
- November 24, 2014 November 10, 2019
- 06:00
Referrals: Keeping it legal
When contacting a new prospect, be sure to stay on the right side of the law
- By: Tessie Sanci
- November 21, 2014 October 30, 2019
- 11:20
Leave a lasting impression with the perfect client gift
Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
- By: Clare O’Hara
- November 20, 2014 November 17, 2019
- 15:45
Gifts: Saying thank you to clients
From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to…
- By: Adam Kafka
- November 20, 2014 November 17, 2019
- 12:35
Contacting a referral: The first step
Do some research before making contact
- By: Tessie Sanci
- November 20, 2014 October 30, 2019
- 12:20
Entertaining the high net worth client
Consider organizing a philanthropic activity or an intimate concert to engage with your top clients
- By: Clare O’Hara
- November 19, 2014 November 17, 2019
- 10:30
10 ways to double your production
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, lists 10 ways to go for the “easy double”. He says…
- By: Jim Ruta
- November 19, 2014 October 30, 2019
- 06:15
Three events sure to impress your clients
A client appreciation event, customized to your client base, can show clients how much you value their business
- By: Clare O’Hara
- November 18, 2014 November 17, 2019
- 12:10
Ontario announces expert panel on financial planning
IFIC supports next steps in review of financial planning and advice
- By: James Langton
- November 17, 2014 October 21, 2019
- 16:45
How feedback improves team performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to give effective feedback that enhances performance. Richards cites current…
- By: Dan Richards
- November 17, 2014 October 30, 2019
- 06:15
Holistic advice will require a new value chain
The only way to ensure financial planners can deliver effective, comprehensive and holistic advice is by making structural changes in the way the advice is…
- By: Keith Costello
- November 17, 2014 November 16, 2019
- 06:00
COIs 3: Gaining trust
Reassure COIs that their clients will be in good hands
- By: Tessie Sanci
- November 14, 2014 October 30, 2019
- 10:31
Getting to know your COIs
Find out as much as you can about the kinds of clients you should refer
- By: Tessie Sanci
- November 13, 2014 October 30, 2019
- 12:00
Rethinking COIs
Focus on professional services for your clients, not just referrals
- By: Tessie Sanci
- November 12, 2014 October 30, 2019
- 11:55
Eight tips for a successful study group
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the benefits of study groups for your practice. He gives…
- By: Jim Ruta
- November 12, 2014 October 30, 2019
- 06:00
The top five ways to motivate your team
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted…
- By: Dan Richards
- November 10, 2014 October 30, 2019
- 08:20
What needs to be said about what not to say
If CRM2 is to be a game-changer for investors, it must not be diluted by the artful use of spin or information overload
- By: Neil Gross
- November 10, 2014 November 10, 2019
- 06:00
The changing face of retirement
Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and…
- By: Peter Drake
- November 7, 2014 October 31, 2019
- 09:25
Tough choices
Longer, more vigorous lives, combined with increasingly unpredictable markets and interest rates, demand flexibility, resourcefulness and expertise from financial planners
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00