Your American clients and the IRS
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Latest news in Building Your Business
Feds release rules ending 10/8s
With these life insurance-backed, tax-friendly investing structures no longer permitted, clients need help with next steps
- By: Megan Harman
- October 14, 2013 November 6, 2019
- 23:00
Most provinces limit tax increases
Three provinces - British Columbia, Quebec and Nova Scotia - raised personal income tax rates for high-income individuals, while New Brunswick raised personal income tax…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
The pillars of business building
Experts suggest that there are three main ways to increase the size of your business, and that they tend to work hand in hand with…
- By: Dwarka Lakhan
- September 19, 2013 November 6, 2019
- 23:00
To leverage, or not?
Borrowing to invest is one of the most controversial financial planning strategies. Is it right for your clients?
- By: Jade Hemeon
- September 19, 2013 November 6, 2019
- 23:00
Don’t fire that client – yet
There are ways to determine the cause of a problem with a difficult client and then take steps to improve the relationship. Try revisiting the…
- By: Tessie Sanci
- September 19, 2013 November 6, 2019
- 23:00
Plan your exit sooner, not later
The leading edge of the baby-boomer generation is starting to retire, and that includes many financial advisors. While most senior advisors are in their mid-…
- By: George Hartman
- September 19, 2013 November 6, 2019
- 23:00
Executors should get clearance
If your client is named executor of a will, one of his or her responsibilities will be to obtain a clearance certificate from the CRA.…
- By: Susan Yellin
- September 19, 2013 November 6, 2019
- 23:00
Encourage the family talk
Most advisors recognize their clients' lack of communication with family members as a problem. Here are some ways to address this gap
- By: Dan Richards
- September 19, 2013 November 6, 2019
- 23:00
Exploring frontier markets
The authors of this tome explore the reasons for investing in markets with burgeoning economic potential in an easy-to-read format with no objective but to…
- By: George Hartman
- September 19, 2013 November 6, 2019
- 23:00
Key financial advice for newlyweds
Helping newlyweds get started on the right footing financially is crucial for their long-term well-being. And if their parents happen to be your clients, a…
- By: Olivia Glauberzon
- September 19, 2013 November 6, 2019
- 23:00
Protecting your office’s network
Wireless networks enhance productivity by making the Internet available on all of your office's devices however, there's a big risk that confidential data could be…
- By: Danny Bradbury
- September 19, 2013 November 6, 2019
- 23:00
Trolling for the best client fit
Pat O'Connor spends a lot of time listening to what his high net-worth clients have to say before he makes recommendations for them. He charges…
- By: Geoff Kirbyson
- September 19, 2013 November 6, 2019
- 23:00
Perfecting your balancing act
A key part of fitness includes training to ensure you maintain a sense of equilibrium
- By: Wendy Cuthbert
- September 19, 2013 November 6, 2019
- 23:00
Financial checkup: A year abroad, a cottage and more
A same-sex couple with twin boys have lofty retirement goals for themselves and education plans for their children. With some planning and the strategic use…
- By: Catherine Harris
- September 19, 2013 November 6, 2019
- 23:00
The financial side of law and order
Advisor Diane Giesbrecht says that clients in law enforcement require a specialized approach to financial advice, one that involves your willingness to answer a lot…
- By: Fiona Collie
- August 22, 2013 November 6, 2019
- 23:00
Find your ideal client
Stocking your book with people you enjoy working with takes time, but it will pay off with greater job satisfaction and, ultimately, greater financial rewards
- By: JoAnne Sommers
- August 22, 2013 November 6, 2019
- 23:00
Financial Checkup: Helping a disabled grandchild
Various tax breaks, as well as careful planning, are the best ways for concerned grandparents to assist a disabled grandchild without disregarding the interests of…
- By: Catherine Harris
- August 22, 2013 November 6, 2019
- 23:00
Dirty laundry
Money laundering compromises the integrity of legitimate financial services institutions. Your role as a financial advisor is to watch for the signs of money laundering…
- By: Fiona Collie
- August 22, 2013 November 6, 2019
- 23:00
Reviewing your client reviews
Although a face-to-face client meeting is a powerful opportunity to strengthen the relationship, one advisor worries that his review meetings have become mechanical, repetitive and…
- By: George Hartman
- August 22, 2013 November 6, 2019
- 23:00
Ditch the pitch
Your elevator speech could be sending the wrong message. Your answer to the question "What do you do?" should indicate you're a professional, not a…
- By: Dan Richards
- August 22, 2013 November 6, 2019
- 23:00
Assess your growth potential
Get to know your market and your competition. Identify advisors who offer services similar to yours and implement strategies that differentiate you from the pack
- By: Dwarka Lakhan
- August 22, 2013 November 6, 2019
- 23:00
Choose to prevent “decision fatigue”
You make poor decisions when you're not as mentally sharp as you could be
- By: Brent Jolly
- August 22, 2013 November 6, 2019
- 23:00
A lesson for advisors
The authors of Managing Alone have been able to write a book with ample practical advice for dealing with the death of a spouse. It's…
- By: George Hartman
- August 22, 2013 November 6, 2019
- 23:00
Permanent often worth the price
As premiums for whole life rise steadily, it can be challenging to convince clients that the costs of this type of policy often are justified.…
- By: Megan Harman
- August 22, 2013 November 6, 2019
- 23:00