Sailing away from the competition
If you can navigate your way to that “blue ocean” market space, your competitors will be irrelevant
- By: Rudy Mezzetta
- September 1, 2005 September 1, 2005
- 10:47
Latest news in Building Your Business
RESP primer
A guide to helping your clients build a nest egg for their children’s education
- By: Susan Heinrich
- September 1, 2005 September 1, 2005
- 10:43
Plan ways to help fill your business pipeline
From requests for referrals to birthday lunches and estate-planning seminars, the names of qualified prospects will add up
- By: George Hartman
- September 1, 2005 September 1, 2005
- 10:41
Keep up with breaking news as soon as events occur
News agencies will e-mail you news bulletins, then follow up with further coverage
- By: Glenn Flanagan
- September 1, 2005 September 1, 2005
- 10:40
Jazz fan doesn’t miss a beat — on the air, with clients
Raymond James advisor juggles twice-a-weekday radio reports with a bustling practice serving more than 350 households
- By: Lara Hertel
- September 1, 2005 September 1, 2005
- 10:39
Intramuscular stimulation may loosen tight muscles
Precise placement of acupuncture-like needles into muscle areas brings relief to some people with muscle and back pain or headaches
- By: Lara Hertel
- September 1, 2005 September 1, 2005
- 10:38
Cautionary tale of succession plan gone wrong
Brokerage’s new owner dismissed founder’s son, who took his clients with him to a new employer
- By: Stewart Lewis
- September 1, 2005 September 1, 2005
- 10:36
Be sensitive to clients who care for seniors
A client who seems irritable or angry may be under a tremendous amount of stress from trying to meet so many demands
- By: Rosemary McCracken
- September 1, 2005 September 1, 2005
- 10:35
Understanding the spiritual side of older clients
Advisors should be aware of the religious beliefs of their clients; such views can offer insight into their financial goals
- By: Rosemary McCracken
- August 3, 2005 August 3, 2005
- 13:36
Photographer/advisor offers clients a snapshot of future
IPC’s Naguib Kerba says visual aids and a special program he has devised help him fine-tune clients’ financial pictures
- By: Grant McIntyre
- August 3, 2005 August 3, 2005
- 13:29
Stepping out of the classroom
From improvization to rowing, corporate trainers use a variety of techniques to build business skills
- By: Rudy Mezzetta
- August 3, 2005 August 3, 2005
- 13:07
Court rules in favour of disabled person on taxing legal fees
The Canada Revenue Agency loses its bid to have such costs treated as part of an insurance settlement, and, therefore, taxable
- By: Stewart Lewis
- August 3, 2005 August 3, 2005
- 13:00
Insurers can track applicants’ previous insurability
When clients apply for insurance, the information usually goes to the Medical Insurance Bureau, which shares data with insurers
- By: Stewart Lewis
- August 3, 2005 August 3, 2005
- 12:49
Tapping into the client’s network
Using client referrals
- By: Lara Hertel
- August 3, 2005 August 3, 2005
- 12:38
The art of disagreeing — agreeably
Going along with the crowd may avoid immediate conflict, but there are effective ways to challenge a bad idea
- By: Lara Hertel
- August 3, 2005 August 3, 2005
- 11:45
Even industry heavyweights need some guidance
A top income producer is the envy of many advisors, but the marketing side of his business is important, too
- By: George Hartman
- August 3, 2005 August 3, 2005
- 11:37
A broad introduction to the business
Seasoned advisors would do well to heed advice in book aimed at newcomers
- By: George Hartman
- August 3, 2005 August 3, 2005
- 11:31
Online tools of the trade
These sites can simplify your Internet activities
- By: Glenn Flanagan
- August 3, 2005 August 3, 2005
- 11:24
Find anything in five seconds — or less
The Paper Tiger harnesses the power of your own computer to help get you organized
- By: David Edey
- August 3, 2005 August 3, 2005
- 11:12
Lightning strikes more often than you may think
Fewer now killed by lightning because more Canadians are following simple safety rules when Mother Nature cracks the whip
- By: Wendy Cuthbert
- August 3, 2005 August 3, 2005
- 11:05
Making an appointment with the medical profession
Corry Collins built a successful practice by niche marketing to physicians
- By: donalee Moulton
- June 29, 2005 June 29, 2005
- 10:26
Buying a lifestyle — not just a home
Lifestyle communities for active retirees offer social and recreational activities, but they’re not for everyone
- By: Rosemary McCracken
- June 29, 2005 June 29, 2005
- 10:19
Tapping into the growing seniors market
How one advisor sharply increased his annual revenue by learning how to approach seniors and service their needs properly
- By: Norm Trainor
- June 29, 2005 June 29, 2005
- 10:14
Flip sides to “art-flip” arrangements
Courts take differing views of “buy low, donate high” tax deduction schemes
- By: Stewart Lewis
- June 29, 2005 June 29, 2005
- 10:03
Clients with high-risk hobbies need special coverage
Advisors who have clients who like to climb mountains or jump out of airplanes should make sure they are properly insured
- By: Stewart Lewis
- June 29, 2005 June 29, 2005
- 09:59