Taking the plunge into a mid-life career change
Jane Dunker found her niche when she became a financial advisor 10 years ago
- By: Rudy Mezzetta
- May 3, 2005 May 3, 2005
- 15:54
Latest news in Building Your Business
Taking the plunge into a mid-life career change
Advisors should tend to their balance sheets
Solid financial management is key to operating a successful practice, authors say
- By: Gordon Powers
- May 3, 2005 May 3, 2005
- 15:49
Creating a paperless workplace
A virtual office will help you streamline, safeguard and economize
- By: David Edey
- May 3, 2005 May 3, 2005
- 15:45
Product review sites save time, money
Whether you’re shopping for a new computer or a new car, it pays to research on the Web
- By: Glenn Flanagan
- May 3, 2005 May 3, 2005
- 15:35
Need a hot tub? You’re on your own
Whirlpool baths and hardwood floors no longer qualify as medical expenses
- By: Stewart Lewis
- May 3, 2005 May 3, 2005
- 15:30
CRA’s actions alarm tax-shelter promoters and investors
An initial “thumbs up” from the federal government on a tax scheme doesn’t necessarily mean the decision is carved in stone
- By: Stewart Lewis
- May 3, 2005 May 3, 2005
- 15:25
Laptops turn up the heat on laps
Prolonged exposure may have a negative impact on male fertility
- By: W. Gifford-Jones M.D.
- May 3, 2005 May 3, 2005
- 15:21
Make your wishes known in case of incapacitation
The Schiavo case highlights the need to put medical care directives into writing in the event that you can’t act for yourself
- By: Jim Middlemiss
- May 3, 2005 May 3, 2005
- 14:53
IPPs may be pension solution for some clients
Individual pension plans provide more income and tax savings for some entrepreneurs and professionals
- By: Monica Townson
- May 3, 2005 May 3, 2005
- 14:42
Women, money and advisors
A woman’s purse is more than an accessory. Advisors need to understand the special challenges many women face, particularly in retirement planning
- By: Grant McIntyre
- May 3, 2005 May 3, 2005
- 14:25
Taking the measure of prospects
Learning about a prospect beforehand will make the first meeting easier
- By: Wendy Cuthbert
- May 3, 2005 May 3, 2005
- 14:18
How to deal with substance abuse in the workplace
Large and small firms alike must learn the ropes of how to handle workers whose performance is hurt by drugs or alcohol
- By: Lara Hertel
- May 3, 2005 May 3, 2005
- 14:05
Do price reductions increase sales?
Low-price strategies have to be matched by a corresponding low-cost structure
- By: Geoff Kirbyson
- May 3, 2005 January 21, 2018
- 13:09
Romance in the office: it could happen to you
Workplace romances can lead to problems for the whole company. Here are some policies to help cope
- By: Wendy Cuthbert
- April 1, 2005 April 1, 2005
- 15:17
Effective marketing for greater sales
Handbook aimed at corporate level, but individual advisors will find strategies, techniques useful
- By: George Hartman
- April 1, 2005 April 1, 2005
- 15:10
How to make the most of your conference dollar
Have a game plan before you go, set goals, get involved, follow up — and make sure you have plenty of business cards to hand…
- By: Wendy Cuthbert
- April 1, 2005 April 1, 2005
- 15:04
Technology made simple
Aimed at financial advisors, book takes fear out of high tech
- By: David Edey
- April 1, 2005 April 1, 2005
- 14:51
Shopping secrets for eBay success
You can buy all sorts of office items online. Here’s how to get what you need at the best prices
- By: Glenn Flanagan
- April 1, 2005 April 1, 2005
- 14:47
How to dress for “business casual”
In financial services sector, it means close to traditional wear. Here’s a guide
- By: Monica Joseph-McIntyre
- April 1, 2005 April 1, 2005
- 14:43
When a client’s business is all in the family
Many family-owned companies, because of the nature of the ownership, fail to plan for problems. Here’s how advisors can help
- By: Lara Hertel
- April 1, 2005 April 1, 2005
- 14:38
When advisors have to learn to share
The more assets a client has, the more likely it is he or she will have more than one advisor. Here’s how to manage the…
- By: Jim Middlemiss
- April 1, 2005 April 1, 2005
- 14:30
Employees cannot take “unauthorized advantage”
Standard Life employees lose appeal, hit with higher judgment for taking wrongful commissions
- By: Stewart Lewis
- April 1, 2005 April 1, 2005
- 14:27
Appeal Court agrees: no “fishing expeditions” for CRA
Federal Court of Appeal says CRA cannot get at donor-clients by auditing the promoter’s donor list. But the pursuit may not be over
- By: Stewart Lewis
- April 1, 2005 April 1, 2005
- 14:23
Pollack builds book, reputation through networks
Winnipeg advisor found that cold-call route wasn’t the way to go when he was forced to start his business over in his hometown
- By: Geoff Kirbyson
- April 1, 2005 January 21, 2018
- 14:18
Tools of the trade
How high-tech and low-tech tools can make you a better advisor and help keep you a step ahead of your clients
- By: Jim Middlemiss
- April 1, 2005 April 1, 2005
- 14:05