When you meet clients who are dissatisfied with their current advisor, there are certain rules and guidelines you should follow. Find out why these prospects…
Jeff Hull is driven by a desire to find out what makes an investment tick. Hull, an advisor with Manulife Securities in Mississauga, Ont., also…
The authors of a new book designed to help people manage negative situations that are unlikely to change recommend detaching from bad feelings with a…
A good contact-management system handles both the collection and the organization of contact details. There are several ways to capture client information - even on…
The period leading up to your succession is not a time to slow down rather, work harder to increase the value of your business. And…
Most people are unmoved by facts and figures that appeal on a rational level. The best way to motivate and connect with clients and prospects…
Immigration in Canada is on the rise. So, dealing with newcomers to Canada will be an important part of many advisors' business
After the traditional tax-minimization strategies have been used, you can recommend more sophisticated approaches, such as insurance and charitable-giving strategies, to preserve clients' wealth
David Gorveatte has used a steady, methodical approach - with lots of ongoing client contact - to build his financial advisory practice in Fredericton. He…
Advising clients who are self-employed can involve issues from cash flow to managing their savings. Reviewing strategies with these clients can boost their earnings -…
Many clients who are put off by the cost of permanent insurance still should review their insurance needs annually to assess whether or not they…
Having evolved and matured greatly from simple computer viruses, malware now poses a variety of threats. Protect yourself with multiple layers of defence, as no…
High net-worth clients often own their own businesses or are key, very highly paid employees who are crucial to the success of a company. This…
There are a number of tax strategies that clients often overlook at filing time. There also are some wrinkles this year as a result of…
Using the phone or the computer to connect with individuals you do not know can still be done, despite restrictions on this type of prospecting.…
The amounts and types of food you eat before and after a workout can make a significant difference in the benefits you gain from exercising
Almost everything that's written and presented on the topic of succession planning offers advice to advisors who are leaving the business. But the role of…
Asking the right types of questions during conversations with clients can turn a simple meeting into a session that builds trust and helps both you…
Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them
A seasoned executive says women need more confidence about balancing jobs and family
In a once overwhelmingly male-dominated business, women are proving to possess the attributes of an ideal advisor
The prime minister set a shining example when he named his cabinet, 50% of whom are women. But while financial services regulators are taking steps…
The Canadian banking industry has been at the leading edge in hiring and developing the careers of women. "It's great for business," says one executive
A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to…
Women may be imposing limits on themselves by assuming some career paths in financial services are geared toward men. That's not so more doors are…