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Ellen Bessner>
Advisor at Risk

Ellen Bessner

woman at laptop

How to listen to your clients

What your clients really need is for you to hear them, but how do you do that?

  • March 31, 2020 March 31, 2020
  • 16:49

Preparing for the second phone call

It’s important to keep in touch with clients regularly right now — especially clients who are alone

  • March 23, 2020 March 23, 2020
  • 17:03

Call your clients

Here is a list of what to talk about

  • March 17, 2020 March 17, 2020
  • 18:04

This coffee shop offers a blueprint on how to build your business

Balzac’s founder Diana Olsen has achieved success by sticking to her strengths — and you can too

  • March 6, 2020 March 13, 2020
  • 14:33
Susan Silma>
Compliance CX

Susan Silma

woman working from home

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

  • March 24, 2020 March 24, 2020
  • 16:07

5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

  • January 29, 2020 January 29, 2020
  • 15:25

Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

  • November 20, 2019 November 20, 2019
  • 14:59

Helping clients understand what they’re paying for advice

Advisors can build trust with clients by explaining fees

  • September 25, 2019 November 11, 2019
  • 15:42
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

  • March 20, 2020 March 20, 2020
  • 16:09

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

  • January 24, 2020 January 24, 2020
  • 16:18

The impact of the new client-focused reforms on your practice

Technology solutions can help advisors meet compliance obligations

  • November 8, 2019 January 22, 2020
  • 16:20

The emergence of the hybrid advisor

How embracing technology can help you build stronger client relationships

  • September 13, 2019 November 10, 2019
  • 16:24
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

plant growing in savings coins

Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

  • March 18, 2020 March 18, 2020
  • 17:18

Regulators must clarify approach to outside business activities

Unclear rules could deter registered individuals from actively contributing to their communities

  • January 22, 2020 January 22, 2020
  • 14:51

Canadian investors value advice

Studies show investors are largely satisfied with the advice they receive

  • September 18, 2019 November 10, 2019
  • 16:36

Thinking outside the box: the CSA as a fintech adopter

The CSA’s renewed system project is an opportunity for the regulator to innovate

  • July 18, 2019 November 10, 2019
  • 15:34
5994395 - front view of the canadian parliament building , with nobody showing

Looking ahead to the federal budget

The C.D. Howe Institute’s “shadow budget” makes a number of recommendations for the feds to consider

  • March 13, 2020 March 13, 2020
  • 17:00

RRSP season or TFSA season?

Some clients may be better off contributing to a TFSA, but their contribution room will depend on when they turned 18

  • February 12, 2020 February 13, 2020
  • 15:22

TFSAs for 2020…and beyond

A report suggests the feds could make TFSAs even more useful

  • January 16, 2020 January 22, 2020
  • 14:37

Year-end charitable strategies for your clients to consider

Help your clients navigate charitable donations, tax-gain donating and donor-advised funds

  • November 22, 2019 November 22, 2019
  • 16:21