Ellen Bessner | Investment Executive https://www.investmentexecutive.com/inside-track_/ellen-bessner/ Canada's news source for financial professionals Thu, 04 Dec 2025 15:49:30 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Ellen Bessner | Investment Executive https://www.investmentexecutive.com/inside-track_/ellen-bessner/ 32 32 Reframing the big fat questions for young clients https://www.investmentexecutive.com/inside-track_/ellen-bessner/reframing-the-big-fat-questions-for-young-clients/ Tue, 02 Dec 2025 06:54:02 +0000 https://www.investmentexecutive.com/?p=526682 6 conversation-starters that will resonate with Millennials and Gen Z

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]]> When a client-advisor relationship gets too close https://www.investmentexecutive.com/inside-track_/when-a-client-advisor-relationship-gets-too-close/ Fri, 10 Oct 2025 17:42:43 +0000 https://www.investmentexecutive.com/?p=522469 How to know if a client relationship poses a potential conflict and what to do about it

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]]> Pain points and reaching the next generation https://www.investmentexecutive.com/inside-track_/ellen-bessner/pain-points-and-reaching-the-next-generation/ Wed, 03 Sep 2025 05:08:00 +0000 https://www.investmentexecutive.com/?p=517214 How to get to the next generation by solving for your elderly clients’ pain points

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]]> 7 ways to build your book with Millennials and Gen Z https://www.investmentexecutive.com/inside-track_/ellen-bessner/7-ways-to-build-your-book-with-millennials-and-gen-z/ Sat, 07 Jun 2025 14:06:45 +0000 https://www.investmentexecutive.com/?p=512064 Use this uncertain time to shine brightly with young clients and prospects

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]]> Don’t waste economic and political uncertainty to show clients how you can shine https://www.investmentexecutive.com/inside-track_/ellen-bessner/dont-waste-economic-and-political-uncertainty-to-show-clients-how-you-can-shine/ Wed, 26 Mar 2025 09:24:47 +0000 https://www.investmentexecutive.com/?p=505465 5 dos and don’ts to help your clients and protect your licence

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]]> Advisors are at risk https://www.investmentexecutive.com/inside-track_/ellen-bessner/advisors-are-at-risk/ Mon, 10 Feb 2025 21:00:59 +0000 https://www.investmentexecutive.com/?p=502098 Protect your business and reputation by managing these 5 risks

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]]> Breaking up doesn’t have to be hard to do https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-doesnt-have-to-be-hard-to-do/ Fri, 22 Nov 2024 21:00:23 +0000 https://www.investmentexecutive.com/?p=497116 Three steps to reduce the risk and pain of advisor partnership breakups

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]]> Breaking up is hard to do, Part 1 https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-is-hard-to-do-part-1/ Mon, 11 Nov 2024 21:22:17 +0000 https://www.investmentexecutive.com/?p=496501 Risks when partnering with other financial advisors

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]]> Don’t go down with your client’s ship https://www.investmentexecutive.com/inside-track_/ellen-bessner/dont-go-down-with-your-clients-ship/ Mon, 30 Sep 2024 20:00:13 +0000 https://www.investmentexecutive.com/?p=493613 Use these three steps to deal with clients who insist on unsuitable investments

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]]> No note-taking requirements in CFRs? Think again! https://www.investmentexecutive.com/inside-track_/ellen-bessner/no-note-taking-requirements-in-cfrs-think-again/ Fri, 26 Jul 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=490028 The rules are in code. Here’s how to crack the code

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