Threats to your business
You can't predict the future, but to anticipate inevitable changes, ask: "What current conditions are unsustainable and have to change as a result?"
- By: Dan Richards
- May 23, 2014 November 6, 2019
- 23:00
Latest news in Building Your Business
Financial Checkup: Cross-border tax issues loom large
A Toronto couple - he's a U.S. citizen and she's Canadian - must take several crucial steps regarding their tax status. And their choice of…
- By: Catherine Harris
- May 23, 2014 November 6, 2019
- 23:00
Financial checkup: Reducing capital gains with a trust
A wealthy family looks for advice about how to reduce taxes on future capital gains, including transferring the anticipated increase in the appreciation in the…
- By: Catherine Harris
- April 27, 2014 November 6, 2019
- 23:00
Understanding clients’ lifetime value
In order to appreciate the full worth that a client brings to your business, consider 10 years' worth of revenue, then add the lifetime value…
- By: George Hartman
- April 27, 2014 November 6, 2019
- 23:00
Answer four key questions
When talking to prospective clients in a first meeting, restrict your initial discussion about your background to three minutes. Your story should fit on one…
- By: Dan Richards
- April 27, 2014 November 6, 2019
- 23:00
Estate-planning checklist
As your clients get older, end-of-life issues become more real to them. A pre-retirement review presents the opportunity to revisit their estate plans and go…
- By: Rudy Mezzetta
- April 27, 2014 November 6, 2019
- 23:00
Tech Tips: Which browser is right for you?
Like anything in the tech world, not all web browsers are created equal. Choosing one depends on the devices and platforms you use and your…
- By: Danny Bradbury
- April 27, 2014 November 6, 2019
- 23:00
Marketing means success
Two advisors tell how they built a US$1.6-billion practice in 20 years
- By: George Hartman
- April 27, 2014 November 6, 2019
- 23:00
“That’s the way I would do it”
Veteran insurance advisor Lawrence Geller learned a valuable lesson as a rookie in the 1970s. Now, he is an "information junkie" who is more than…
- By: Tessie Sanci
- April 27, 2014 November 6, 2019
- 23:00
Program goes beyond mentoring
Ten Thousand Coffees enables experienced professionals and rookies to exchange ideas and learn from each other. Whether participants meet in person, by phone or online,…
- By: Tessie Sanci
- April 27, 2014 November 6, 2019
- 23:00
“Big data” the next big sales tool
Insurance companies hold valuable information about your clients and your in-force policies. Harnessing that and other information can help you anticipate your clients' needs and…
- By: Megan Harman
- April 27, 2014 November 6, 2019
- 23:00
From stranger to well-known name
Starting from scratch in Truro more than 20 years ago, advisor Flora Riyahi has built a booming practice and established herself as an integral member…
- By: donalee Moulton
- March 31, 2014 November 6, 2019
- 23:00
Tech Tips: Five apps that supercharge your iPad
The iPad has provided welcome relief from lugging around heavy laptops and briefcases, especially when presenting to clients. Here are some of the most useful…
- By: Danny Bradbury
- March 31, 2014 November 6, 2019
- 23:00
Convention wisdom
Attending industry conferences can provide valuable contacts and strategies to help you build your business. But these events take you out of the office and…
- By: Deanne Gage
- March 31, 2014 November 6, 2019
- 23:00
Ask for introductions, not referrals
An advisor sees his assets shrinking as his aging clients begin drawing down on their investments. For the first time in years, he needs to…
- By: George Hartman
- March 31, 2014 November 6, 2019
- 23:00
The $3-million prospect
Bill had just half an hour to get a commitment from a reluctant but high-value prospect. Bill's goal was not to sign the client that…
- By: Dan Richards
- March 31, 2014 November 6, 2019
- 23:00
Using debt to build wealth
A new book from Talbot Stevens tackles the different types of debt that clients take on. The theme is explored in a folksy, storytelling approach…
- By: George Hartman
- March 1, 2014 November 6, 2019
- 00:00
Conduct post-RRSP reviews
Now that the rush is over, some advisors use this time to review their clients' plans and long-term goals. It also is an opportunity to…
- By: Dwarka Lakhan
- March 1, 2014 November 6, 2019
- 00:00
Kids should be no hurdle for couple
Kate and Ethan, a common-law couple in Toronto, have some lofty goals and they would like to have at least one child, preferably two, sometime…
- By: Catherine Harris
- March 1, 2014 November 6, 2019
- 00:00
Weather may affect your health
People who are most at risk of a stroke have a greater chance of suffering one during extreme cold, high humidity or sudden dips and…
- By: Wendy Cuthbert
- March 1, 2014 November 6, 2019
- 00:00
How to get insurance referrals
A recent study has found that clients are reluctant to refer their insurance advisors to friends and family. However, there are some strategies that you…
- By: Megan Harman
- March 1, 2014 November 6, 2019
- 00:00
Backing up is not hard to do
Whether it's a cloud-based service, USB keys, external hard drives, network-attached solutions or external servers, there is no shortage of solutions available to protect your…
- By: Danny Bradbury
- March 1, 2014 November 6, 2019
- 00:00
Market yourself – on a budget
In order to succeed in today's competitive marketplace, you must keep your name and your message in front of clients and prospects. Here are some…
- By: JoAnne Sommers
- March 1, 2014 November 6, 2019
- 00:00
A pipeline-management process
The days of the "funnel"approach to business development are long gone. Today's top advisors are selective of the prospects they place in their pipelines, and…
- By: George Hartman
- March 1, 2014 November 6, 2019
- 00:00
Make your message sing
Research tells us that statistics and percentages don't resonate with clients. They are more likely to remember and respond to your message if it's told…
- By: Dan Richards
- March 1, 2014 November 6, 2019
- 00:00