Keys to financial literacy
Clients who understand financial concepts are more trusting and loyal toward their advisors. Imparting that knowledge begins with understanding your clients' goals
- By: Fiona Collie
- July 27, 2014 November 6, 2019
- 23:00
Latest news in Building Your Business
Building employee loyalty
Motivated employees are an important component of a successful practice. Here are four tips to help build loyalty among your staff, from setting goals to…
- By: Dwarka Lakhan
- July 27, 2014 November 6, 2019
- 23:00
Tech tips: Do you need the speed of light?
If you use the Internet for complex functions such as video conferencing, you may need to bump up the bandwidth and speed of your connection.…
- By: Danny Bradbury
- July 27, 2014 November 6, 2019
- 23:00
Grow, without getting bigger
Increasing your AUM while decreasing the number of clients in your book can make your practice more profitable today - and more valuable later, when…
- By: George Hartman
- July 27, 2014 November 6, 2019
- 23:00
Bracing for a pay cut?
The financial advisor of the future could be earning less than is the norm today. Still, there is a case to be made that advisors…
- By: Dan Richards
- July 27, 2014 November 6, 2019
- 23:00
From fashion to finance
Lise Andreana, formerly a designer of formal wear and a sewing-machine merchant, had little difficulty applying her social skills - and her penchant for planning…
- By: Jade Hemeon
- July 27, 2014 November 6, 2019
- 23:00
When travel puts you out of sync
Jet lag, a condition that plagues airline travellers who fly east or west between time zones, can result in a range of unpleasant effects on…
- By: Jade Hemeon
- July 27, 2014 November 6, 2019
- 23:00
Financial Checkup: Fast-tracking retirement savings
An affluent but not rich couple have adult children and no mortgage. The couple need a strategy that will allow them to top up their…
- By: Catherine Harris
- July 27, 2014 November 6, 2019
- 23:00
Adapt to change, or perish
As demographic trends drive increased demand for financial advice, exceptional advisors will do well. Your challenge will be to position yourself to provide that assistance
- By: Dan Richards
- June 20, 2014 November 6, 2019
- 23:00
Mentoring the next generation
Sharing your experience and wisdom with new advisors can help to ensure the future of your practice - and of the industry
- By: Tessie Sanci
- June 20, 2014 November 6, 2019
- 23:00
A giver, not a taker
Harley Lockhart, an independent advisor based in Kelowna, B.C., says his focus is not entirely on money, but is also on improving his clients' quality…
- By: JoAnne Sommers
- June 20, 2014 November 6, 2019
- 23:00
Wolves of Bay Street
New novel about a law firm involved in a bank/insurance company merger features a cast of loathsome characters and trains an acerbic eye on the…
- By: Jim Middlemiss
- June 20, 2014 November 6, 2019
- 23:00
Client’s company is an investment
Business-owner clients rarely regard the value of their companies as part of their investment portfolios. They (wrongly) differentiate between investment in a privately owned company…
- By: George Hartman
- June 20, 2014 November 6, 2019
- 23:00
Simple steps to eye health
Eye strain, particularly the type caused by staring at a computer screen for too many hours in a day, can reduce your performance. A few…
- By: Wendy Cuthbert
- May 23, 2014 November 6, 2019
- 23:00
Confidence on the wane?
We all have days when our confidence seems to be lagging. An argument with our significant other, an unsatisfied client or just a run of…
- By: Wendy Cuthbert
- May 23, 2014 November 6, 2019
- 23:00
Be the key advisor for your key clients
Many wealthy clients have different financial advisors for various tasks. But when you become the quarterback for these other advisors, your high net-worth clients will…
- By: Tessie Sanci
- May 23, 2014 November 6, 2019
- 23:00
A childhood dream realized
Greg Thompson first became interested in the investment industry at his grandfather's knee. Now a discretionary portfolio manager, he runs a successful practice in Winnipeg.…
- By: Geoff Kirbyson
- May 23, 2014 November 6, 2019
- 23:00
Should you hire an assistant?
Most advisors who take on an employee say they wish they had done so earlier. Assistants free you to do what you do best, enable…
- By: Dwarka Lakhan
- May 23, 2014 November 6, 2019
- 23:00
Wooing COIs: It’s more than a sale
Developing a referral relationship with another professional means understanding the needs of both your clients and those of the COI. A five-minute discussion in which…
- By: Tessie Sanci
- May 23, 2014 November 6, 2019
- 23:00
CRM2 and you
As the first significant deadline for the new client relationship model draws near, you can prepare yourself to discuss compensation with your clients and show…
- By: Megan Harman
- May 23, 2014 November 6, 2019
- 23:00
Tech Tips: Your next call could be VoIP
The Internet-based telephone system has many advantages over conventional lines, such as cheap long distance and the ability to take your calls on your tablet,…
- By: Danny Bradbury
- May 23, 2014 November 6, 2019
- 23:00
Paying for playing
Significant involvement in a sport by a client's child can lead to costs that many clients may not be prepared for. Advisors who provide guidance…
- By: Fiona Collie
- May 23, 2014 November 6, 2019
- 23:00
Embrace the “new” marketing
Established advisors are finding that the methods they used to build their businesses in the past, such as seminars, are not as effective as they…
- By: George Hartman
- May 23, 2014 November 6, 2019
- 23:00
Should you serve on a board?
Financial advisors often are adept at dealing with the duties involved in being on a board of directors, but you should weigh several factors before…
- By: Deanne Gage
- May 23, 2014 November 6, 2019
- 23:00
Guidance for the IRS maze
Canadians who spend extended periods in the U.S. or own U.S. property may find this guide to be a valuable resource when it comes to…
- By: George Hartman
- May 23, 2014 November 6, 2019
- 23:00