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Business man signing a contract

A major purchase

Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Coach’s Forum: Getting the most for your business

Many factors can affect the price your practice will command, but the amount of recurring revenue is one of the most important

Sterling Rempel

No signs of slowing

After more than 30 years as an advisor, Sterling Rempel anticipates growth in his Calgary practice

Generation X

Planning without pain

Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point…

Managing your pipeline

Managing your pipeline

To work more efficiently, focus on courting prospective clients who meet your criteria

The role of his life

The role of his life

Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"

female hands sending email

NAS: An alternative to the cloud

A network-attached storage device on your own premises can keep your data safe. But you must configure it properly

Serving elderly and disabled clients

Serving elderly and disabled clients

As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business

What happens to the business?

What happens to the business?

You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan

hands passing the baton, business succession theme

Passing the torch to your children

While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned

Keeping cloud-based data secure

Tech Tips: Keeping cloud- based data secure

Cloud services offer convenient storage and seamless workflows — as well as risk. Here are some tools and strategies to keep your files safe

A focus on the client

A focus on the client

Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada

Single woman in apartment

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

Chris Ferris, IE May 2019 issue

Rising to the top of the class

Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination

WI-FI icons with buildings

Tech Tips: Getting the most from your Wi-Fi

A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office

people helping each other hike up a mountain at sunrise

Value of partnership

Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year

young businessman thinking about alternatives

Strategy begins with vision

There is a natural order to the creation of a long-term plan for any business. Begin your planning with a clear vision of what you…

tax calculator with red button

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

Smiling businessman calculates taxes and gesturing thumbs up

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Silhouttes of Two Business People Having a Handshake

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

boomer couple signing contract with financial planner

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Depression, business man sitting on ground street concrete stairs suffering emotional pain,

Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

Technology with a personal touch

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

lion tamer with lion vector image

Taming the robo beast

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These…

fintech and blockchain icons on financial technology background

Fintech’s slow, deliberate growth

While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change

  • By: Katie Keir
  • February 12, 2019 June 14, 2019
  • 00:13