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staying connected during covid

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

Background of numbers seamless pattern calculations

Knowing your practice means understanding the numbers

In order to assess the value of your business, you must look beyond AUM, revenue and expenses

give advice

Knowing when not to give advice

Sometimes your best approach is to refer your client to a lawyer or other professional

team meeting

Business planning for a post-pandemic world

Covid-19 has forever altered financial advisory practice management. Advisors who learn from the experience will thrive

businessman running

Should you work with a coach?

Mid-tier or mid-career advisors often benefit most from coaching

Kevin Burkett

Listen before you build

Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead

  • By: Leah Golob
  • October 12, 2021 October 8, 2021
  • 00:06
Elke Rubach and Emily Strike

Making financial advice a family matter

Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

digital assets

Planning is key to securing digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

Peter Simons

Planting seeds for success

Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

seniors divorce

There’s a silver lining for “silver splitters”: Amicability

With the court system backlogged, older clients may want to split up on good terms

father and son looking over building plans

So your client wants to help their child buy a home…

Make sure your clients aren’t derailing other financial goals by helping their children

advisor client technology

How wealthtech is changing advice

There are more tech tools than ever before, but clients still value the human touch

  • By: Katie Keir
  • March 22, 2021 March 19, 2021
  • 00:07
businesswoman thinking

What’s in a plan?

Know the difference between your strategic plan and your business plan — and many other plans

Dan Wynnyk

Generosity reaps rewards

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

AI technology

How banks are harnessing artificial intelligence

Financial services firms are using AI to create smart trading platforms and identify client needs

Time for automatic tax filing?

The government has proposed automated returns for simple tax situations

estate planning

Adapting to digital estate planning

There are many online tools, but which ones are best suited to you and your clients?

work from home

Secure your home office

If you rushed into working from home, your systems may be vulnerable

woman texting

Are your texts to clients compliant?

Clients may prefer communicating via texts, but be careful about the information you exchange

  • By: Leah Golob
  • February 22, 2021 February 24, 2021
  • 00:06
highway-city

Economic recovery looks K-shaped in many countries

The pandemic has exacerbated income inequality, and many low-wage workers have no job to return to

Happy face in the middle of sad faces

Causes for cautious optimism

Uncertainty abounds, but 2021 promises opportunities in equities markets

Businessman pointing to future growth

The bond outlook for 2021

Where the virus goes, so go markets

technology innovation

Insurers to build on pandemic innovations

Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies

2021-new-year

New year, new sense of optimism

Tips for refocusing and reframing after a tumultuous year

ice freeze

Should your client refreeze their preferred shares?

As a business’s value drops, opportunity arises