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Duane Ledgister

What true diversification means

Duane Ledgister likes alternatives for his business-owner clients

Shelly Lairar

Leading by example

Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community

Trixie Rowein

A commitment to clients and community

Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities

new skills

New skills for a “new normal”

Advisors will need to adjust their practices to meet the future needs of clients

question marks

Tech test: How innovative is your practice?

Are you on the leading edge of technology or is your business falling behind? Take the quiz

client bias

Minimizing bias when working with clients

Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

  • By: Leah Golob
  • March 21, 2022 March 18, 2022
  • 00:03
client onboarding technology

Welcome aboard: Choosing a client onboarding platform

Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software

software technology

Smart technology to improve your practice

AI is in everything from your mobile phone to your car. The tech also should be a part of your financial advisory business

investing in technology

Investing in tech during a tumultuous time

Recent volatility should not deter clients from adding technology to their portfolios.

  • By: Rudy Luukko
  • February 22, 2022 February 18, 2022
  • 00:06
cryptocurrency

Crypto: “Crazy rodeo” or suitable investment?

While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy

technological developments

3 technology developments investors should watch

From digital ledger to the metaverse, these innovations are already transforming business processes

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