Tell your story using the “four Cs”
Once you have identified the quality that sets you apart from the crowd, your next challenge is to tell your story to your target market.…
- By: George Hartman
- August 25, 2016 November 6, 2019
- 23:30
Latest news in Building Your Business
Help your clients rethink retirement
In the 1960s, marketing professor Ted Levitt urged businesspeople to ask themselves: "What business am I really in?" For financial advisors today, the answer to…
- By: Dan Richards
- August 25, 2016 November 6, 2019
- 23:30
Terminated: Advising clients on severance packages
When a client loses his or her job, they may receive a substantial settlement from the former employer. You can help to ensure the client…
- By: Fiona Collie
- August 25, 2016 November 6, 2019
- 23:30
Mistakes can make you better
The steps you take to correct a problem that has made a client irate actually can strengthen your relationship with that client in the long…
- By: Dan Richards
- July 28, 2016 November 6, 2019
- 23:50
Nootropics: Brain boost or snake oil?
The use of substances ranging from herbs and caffeine to the stimulant drugs used to treat attention deficit disorders is on the rise, as the…
- By: Wendy Cuthbert
- July 28, 2016 November 6, 2019
- 23:50
Ontario gets tough on values
Understanding Estate Information Return reporting
- By: Rudy Mezzetta
- July 28, 2016 November 6, 2019
- 23:50
Making a challenging duty easier
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these…
- By: Rudy Mezzetta
- July 28, 2016 November 6, 2019
- 23:50
Buying a book: Making the right pick
A checklist can help you decide which factors are the most important when you are considering purchasing a well-established practice. What is key is to…
- By: George Hartman
- July 28, 2016 November 6, 2019
- 23:50
What the doctors ordered
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
- By: Fiona Collie
- July 27, 2016 November 6, 2019
- 23:50
Wearing shades is key to eye health
Summer sun can mean more exposure to harmful UV rays, which can accelerate the development of cataracts and other eye problems. Sunglasses can reduce the…
- By: Wendy Cuthbert
- June 23, 2016 November 6, 2019
- 23:05
Elder financial abuse
Senior clients may be vulnerable to exploitation by family members, friends and strangers. While investment industry groups are finding ways to identify and prevent financial…
- By: Jade Hemeon
- June 23, 2016 November 6, 2019
- 23:05
What makes some teams excel?
From Saturday Night Live to Google, research shows that psychological safety is the key factor that sets top-performing teams apart from the pack. Team members…
- By: Dan Richards
- June 23, 2016 November 6, 2019
- 23:05
Your “big idea” sets you apart
When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can…
- By: George Hartman
- June 23, 2016 November 6, 2019
- 23:00
Becoming an ideal successor
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a “virtual…
- By: George Hartman
- May 20, 2016 November 6, 2019
- 00:00
A smooth departure
Exit is not a four letter word: How to transition your practice profitably and proudly
- By: Dwarka Lakhan
- May 19, 2016 November 6, 2019
- 23:45
Tech Tips: Time to update your website?
If your home page looks as if it was designed in the 1990s, it probably is due for an overhaul. Today's technology makes building your…
- By: Danny Bradbury
- May 19, 2016 November 6, 2019
- 23:35
Becoming an ideal successor
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a "virtual…
- By: George Hartman
- May 19, 2016 November 6, 2019
- 23:35
Practice makes better prospecting
The 10,000-hour rule made popular by author Malcolm Gladwell says you have to practise 20 hours a week for 10 years in order to become…
- By: Dan Richards
- May 19, 2016 November 6, 2019
- 23:35
A personal approach to planning
A family tragedy inspired Colleen O'Connell-Campbell to become an advocate for mental health and to encourage her clients to be honest about their own personal…
- By: Tessie Sanci
- May 19, 2016 November 6, 2019
- 23:35
Late savers
For clients who find themselves in their 50s without adequate savings or retirement plans, there is hope. But these clients have to do what they…
- By: Megan Harman
- May 19, 2016 November 6, 2019
- 23:35
Habit-breaking carrots and sticks
Wearable devices aren’t just for fitness. Some are designed to help you break bad habits. You’re probably aware of the Fitbit, a wearable device that…
- By: Wendy Cuthbert
- May 19, 2016 November 6, 2019
- 23:35
Do you need an office manager?
If your practice is growing beyond your ability to maintain a high level of service for your clients, you may need to hire someone to…
- By: George Hartman
- April 21, 2016 November 6, 2019
- 23:00
Managing clients’ digital estates
When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an…
- By: Fiona Collie
- April 21, 2016 November 6, 2019
- 23:00
Doing good deepens relationships
If you do volunteer work for a charity, sharing your experiences with your clients and inviting them to participate can send a positive message and…
- By: Dan Richards
- April 21, 2016 November 6, 2019
- 23:00
To stretch or not to stretch?
The pre-workout stretching routine has fallen out of favour among fitness experts and sports medicine doctors. Today, the emphasis is on warming up by lightly…
- By: Wendy Cuthbert
- April 21, 2016 November 6, 2019
- 23:00