Keeping it confidential
Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you…
- By: George Hartman
- May 31, 2017 November 6, 2019
- 23:45
Latest news in Building Your Business
Three steps toward success
Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from…
- By: Dan Richards
- May 31, 2017 November 6, 2019
- 23:45
Tech Tips: Tech makes bookkeeping easy
No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend…
- By: Danny Bradbury
- May 31, 2017 November 6, 2019
- 23:00
Almost famous; always tax-efficient
Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients
- By: Grant McIntyre
- April 27, 2017 November 6, 2019
- 23:45
Negotiating a successful merger
When hammering out a plan to join forces with another advisor, your experience in bargaining with clients and others may help you strike a deal.…
- By: George Hartman
- April 27, 2017 November 6, 2019
- 23:45
Working vacation
Although disconnecting completely from your office is still the best way to get a restful vacation, some advisors have found ways to check in without…
- By: Beatrice Paez
- April 27, 2017 November 6, 2019
- 23:45
More productive client meetings
The average face-to-face interaction with a client involves at least two hours when you include preparation time. Why not spend five minutes to increase your…
- By: Dan Richards
- April 27, 2017 November 6, 2019
- 23:45
Cutting down on wasted food
Canadians squander $31 billion worth of food every year. Food literacy - understanding how food is grown - along with a little creativity in the…
- By: Beatrice Paez
- March 30, 2017 November 6, 2019
- 23:40
Keeping the “Wolf” from the door
Greg Walsh became a financial advisor after a successful stint as a restaurateur in Taiwan. An early brush with the investment industry showed him a…
- By: Wendy Cuthbert
- March 30, 2017 November 6, 2019
- 23:40
When is the right time to sell?
Several factors, both internal and external, will determine when you should sell your practice. To help ensure you make the right decision, you must ask…
- By: George Hartman
- March 30, 2017 November 6, 2019
- 23:40
Back in the nest
Many baby-boomer parents are assisting their grown children financially by permitting them to move back home. These parents could be jeopardizing their own retirement plans
- By: Wendy Cuthbert
- March 30, 2017 November 6, 2019
- 23:40
Get physical, for a fee
As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating…
- By: Paul Brent
- March 1, 2017 November 6, 2019
- 00:45
Communicating across generations
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The…
- By: Dwarka Lakhan
- March 1, 2017 November 6, 2019
- 00:45
Answering the call
Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage…
- By: Wendy Cuthbert
- March 1, 2017 November 6, 2019
- 00:45
Tech Tips: Big technology for small tasks
New apps enable your devices to work with business and household tech systems to perform a multitude of otherwise time-wasting functions, from tracking your mileage…
- By: Danny Bradbury
- March 1, 2017 November 6, 2019
- 00:45
A glimpse into the future
The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way…
- By: George Hartman
- March 1, 2017 November 6, 2019
- 00:45
Get more from client meetings
Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They…
- By: Dan Richards
- March 1, 2017 November 6, 2019
- 00:45
Talking to your clients about fees
In the post-CRM2 era, clients and regulators are demanding transparency from advisors. Your best response is to turn this obligation into an opportunity to show…
- By: Beatrice Paez
- March 1, 2017 November 6, 2019
- 00:45
Using tech to conquer compliance
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable
- By: Danny Bradbury
- February 15, 2017 November 9, 2019
- 00:40
The power of the personal touch
As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an…
- By: Dan Richards
- February 15, 2017 November 9, 2019
- 00:40
Client relationships of the future
Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses…
- By: George Hartman
- February 15, 2017 November 9, 2019
- 00:40
Sizing up a sea change
Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing
- By: Fiona Collie
- February 15, 2017 November 9, 2019
- 00:40
Help clients avoid identity theft
You can reduce the chances of your clients being hurt by identity theft by educating them on how to take preventative measure
- By: Dwarka Lakhan
- February 15, 2017 November 9, 2019
- 00:40
AI and the future of advice
Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower…
- By: Dwarka Lakhan
- February 15, 2017 November 9, 2019
- 00:40
Advisors and apps: what works
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
- By: Beatrice Paez
- February 15, 2017 November 9, 2019
- 00:40