Latest columns in Inside Track

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Advisor at Risk

Ellen Bessner

All columns

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

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Compliance CX

Susan Silma

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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

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Technology

David Reeve

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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

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Investment Funds

Paul Bourque

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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

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Tax Matters

Jamie Golombek

All columns

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