Getting it right, or fixing it
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
- By: Jim Middlemiss
- October 8, 2015 November 9, 2019
- 23:00
Latest news in Building Your Business
Avoid missing medical expenses
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
- By: Stewart Lewis
- October 8, 2015 November 9, 2019
- 23:00
August’s moment of truth
If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to…
- By: Dan Richards
- September 17, 2015 November 6, 2019
- 23:00
A focus on women and literacy
Natalie Jamison, who used to work in the hotel industry, emphasizes attending to the details in serving her high net-worth female clients. That means fresh…
- By: Tessie Sanci
- September 17, 2015 November 6, 2019
- 23:00
The debt drain
For many clients, debt is a serious problem. And whether you choose to work closely with indebted clients or refer them to a credit specialist,…
- By: Wendy Cuthbert
- September 17, 2015 November 6, 2019
- 23:00
There is life after bankruptcy
You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than…
- By: Susan Yellin
- September 17, 2015 November 6, 2019
- 23:00
Tech tips: Looking good on paper
Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer,…
- By: Danny Bradbury
- September 17, 2015 November 6, 2019
- 23:00
Probiotics can boost overall health
Those live microbes in your gut affect a diverse range of conditions, including digestive health. But because probiotic products are not regulated as medicine, you…
- By: Wendy Cuthbert
- September 17, 2015 November 6, 2019
- 23:00
Networking for rookies
There is more to making contact with prospects than handing out business cards. A successful networking strategy takes planning, persistence and an understanding of your…
- By: Geoff Kirbyson
- September 17, 2015 November 6, 2019
- 23:00
Financial Checkup: Can a 40-something couple retire?
With one good salary, significant investments, several rental properties and no children, Jen and Marc are in a good position for early retirement. But they…
- By: Catherine Harris
- September 17, 2015 November 6, 2019
- 23:00
“Onboarding” is a crucial process
The steps you take in bringing clients into your practice will have a profound effect on the strength of those relationships. A smooth process can…
- By: Dwarka Lakhan
- September 17, 2015 November 6, 2019
- 23:00
The value of small events for clients
More and more advisors are opting for intimate events that include a small group of clients. These gatherings focus on an area of interest that…
- By: George Hartman
- September 17, 2015 November 6, 2019
- 23:00
Charity begins with caring advisors
Talking to your clients about their charitable-giving options can help deepen your client relationships. And don't worry about losing assets to charities. Satisfied clients will…
- By: Wendy Cuthbert
- September 17, 2015 November 6, 2019
- 23:00
Young advisors: Finding your niche
When starting your career as a financial advisor, your natural tendency is to take on any client who is willing to work with you. But…
- By: Dwarka Lakhan
- August 23, 2015 November 6, 2019
- 23:00
The right mentor can be “gold”
Developing a learning relationship with a senior advisor or other professional can help you receive the support you need to reach your goals. Some successful…
- By: Susan Yellin
- August 23, 2015 November 6, 2019
- 23:00
Live long and prosper
Growing life expectancies and other changes in the way people manage their careers are making longevity risk a real challenge for many clients
- By: Leah Golob
- August 23, 2015 November 6, 2019
- 23:00
Grooming your successor
Hiring a junior advisor early on with the intention that he or she will take over your business has many advantages. Your clients will be…
- By: George Hartman
- August 23, 2015 November 6, 2019
- 23:00
The world’s top marketer
Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand
- By: Dan Richards
- August 23, 2015 November 6, 2019
- 23:00
Discipline of a dancer
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…
- By: Fiona Collie
- August 23, 2015 November 9, 2019
- 23:00
Keeping on the sunny side of life
When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor…
- By: Anne-Marie Vettorel
- July 26, 2015 November 9, 2019
- 23:00
Mental health and your business
You should be prepared to assist employees who are experiencing mental health problems. Your workplace should be a safe environment in which team members can…
- By: Geoff Kirbyson
- July 26, 2015 November 6, 2019
- 23:00
Narrow your focus
Developing a niche means saying no to some clients and becoming the go-to financial advisor for a specific group. Advisors who specialize say the rewards…
- By: Wendy Cuthbert
- July 26, 2015 November 6, 2019
- 23:00
Dealing with underperformance
When an advisor in your branch is working below par, you can take steps to identify the root of the problem and possible corrective action.…
- By: George Hartman
- July 26, 2015 November 6, 2019
- 23:00
Financial checkup: Are this couple’s goals attainable?
A pediatrician and his wife, an interior decorator, want to ensure their high joint income creates a comfortable retirement for themselves and security for their…
- By: Catherine Harris
- July 26, 2015 November 6, 2019
- 23:00
The Pratfall Effect
The early struggles of a now successful advisor - and several academic studies - show how admitting to small mistakes can improve your credibility
- By: Dan Richards
- July 23, 2015 November 6, 2019
- 23:00