Five steps to networking
Many advisors become frustrated when their efforts to meet new people fail to produce prospects right away. Developing a rapport with new contacts takes time…
- By: Dan Richards
- March 26, 2015 November 6, 2019
- 23:00
Latest news in Building Your Business
Coach’s Forum: Become a speaker, raise your profile
Making presentations at local events and group meetings can enhance your image and your credibility as an expert. These tips can boost your confidence and…
- By: George Hartman
- March 26, 2015 November 6, 2019
- 23:00
Tech Tips: New Windows opening soon
With Windows 10, Microsoft is hoping to win back users' trust after the dark days of Windows 8. New features, such as an integrated menu…
- By: Danny Bradbury
- March 26, 2015 November 6, 2019
- 23:00
Awareness key to healthy travel
Most diseases contracted by visitors in tropical destinations are preventable many are borne in food and drink. You can take a few simple measures to…
- By: Wendy Cuthbert
- March 26, 2015 November 6, 2019
- 23:00
Wooing the millennials
Millennials might not be affluent yet, but they represent the future for financial advisors. Whether these tech-savvy clients inherit money or develop successful careers, this…
- By: Wendy Cuthbert
- March 26, 2015 November 6, 2019
- 23:00
Anticipating your clients’ tax FAQs
With April come many glorious events: springtime, the return of baseball and tax-filing season. Here are some tax issues you should keep in mind as…
- By: Rudy Mezzetta
- March 26, 2015 November 6, 2019
- 23:00
Keep in touch and keep it real
Glen Rankin believes in client contact, honesty and hard work. Since he began selling insurance at the age of 19, Rankin has known the value…
- By: donalee Moulton
- March 26, 2015 November 9, 2019
- 23:00
The long courtship of prospects
It takes time - sometimes years - to convert a lead into a client. There are strategies you can use to keep these potential clients…
- By: Dwarka Lakhan
- March 26, 2015 November 6, 2019
- 23:00
Tame the management “time drain”
As your practice gets bigger, more time and attention must be devoted to managing the business. Growing successfully means taking steps to ensure you are…
- By: George Hartman
- March 1, 2015 November 6, 2019
- 00:00
Small decisions can win big
Marci met with two prospective advisors to manage her $5-million inheritance. Both presented themselves so well that Marci couldn't decide - until some small decisions…
- By: Dan Richards
- March 1, 2015 November 6, 2019
- 00:00
Inbox zero: The Holy Grail of email
Tech Tips: Keeping your inbox clear can be a huge challenge. There are a number of strategies and tools that can help you gain control…
- By: Danny Bradbury
- March 1, 2015 November 6, 2019
- 00:00
Use your senses to flex your brain
Last summer, Toronto Raptors shooting guard DeMar DeRozan, in an effort to improve his game, reportedly used his non-dominant hand for as many daily tasks…
- By: Wendy Cuthbert
- March 1, 2015 November 6, 2019
- 00:00
Look for cybersecurity insurance
There are various steps that can be taken to reduce the risk of experiencing a data breach. Although none of these options are foolproof, you…
- By: Megan Harman
- March 1, 2015 November 6, 2019
- 00:00
Caring for clients as they age
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some…
- By: Susan Yellin
- March 1, 2015 November 9, 2019
- 00:00
Helping clients choose an executor
You can provide valuable advice in explaining the options and help your clients choose a trustworthy candidate. Then, you can follow up by meeting with…
- By: Tessie Sanci
- March 1, 2015 November 6, 2019
- 00:00
Become the rock star of your niche
The Visible Expert, by Lee Frederiksen and Elizabeth Harr
- By: George Hartman
- March 1, 2015 November 6, 2019
- 00:00
The tax form as a planning tool
Going over your client's T1 general income tax return can provide a wealth of information about his or her financial life. You may spot some…
- By: Susan Yellin
- March 1, 2015 November 6, 2019
- 00:00
Rise of the machines
Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment…
- By: Clare O’Hara
- February 27, 2015 November 9, 2019
- 00:00
A practice created for seniors
Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced…
- By: Megan Harman
- February 15, 2015 November 6, 2019
- 00:00
Books help advisors help seniors
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you -…
- By: George Hartman
- February 15, 2015 November 6, 2019
- 00:00
Not too old for insurance?
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable -…
- By: Megan Harman
- February 15, 2015 November 6, 2019
- 00:00
Aging clients are a family matter
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take…
- By: George Hartman
- February 15, 2015 November 6, 2019
- 00:00
Silver surfers: Tech for seniors
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology.…
- By: Danny Bradbury
- February 15, 2015 November 6, 2019
- 00:00
A senior-friendly attitude
Making your practice amenable to elderly clients requires a sympathetic understanding of seniors' concerns - and an abundance of patience
- By: Dan Richards
- February 15, 2015 November 6, 2019
- 00:00
Tackling elder financial abuse
With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help…
- By: JoAnne Sommers
- February 15, 2015 November 6, 2019
- 00:00