Tech Tips: Financial advisors, take note
Scribbling on a notepad during meetings can be a chore and a distraction. New technology - such as smartpens and tablet apps - not only…
- By: Danny Bradbury
- August 22, 2013 November 6, 2019
- 23:00
Latest news in Building Your Business
The new compliance
With regulations, products and communication technology changing at an accelerating pace, more financial advisors are developing collaborative relationships with their compliance departments
- By: Clare O’Hara
- July 25, 2013 November 6, 2019
- 23:00
Protect against deadly bugs
As we enjoy the pleasant summer weather, we run the risk of unhealthy encounters with insects. Although blackflies, wasps and ants can be a nuisance,…
- By: Wendy Cuthbert
- July 25, 2013 November 6, 2019
- 23:00
Growing, without the stress
For most advisors, the pressure to keep revenue rising is high. But even if you are reluctant to take on new clients, you should consider…
- By: George Hartman
- July 25, 2013 November 6, 2019
- 23:00
Fixing the financial planning process
Piles of paper and details that seem unrelated to the client's unique situation often lead to financial plans that are never put into practice. Use…
- By: Dan Richards
- July 25, 2013 November 6, 2019
- 23:00
Insurance: How to avoid “declines”
Working with clients whose health makes them difficult to insure can involve more work than usual and the outcome is not always favourable. But helping…
- By: Megan Harman
- June 20, 2013 November 6, 2019
- 23:00
Cloud computing: Is it safe?
Security breaches and recent reports of snooping by the U.S. government have raised questions about the security of cloud-based storage companies. One solution is to…
- By: Danny Bradbury
- June 20, 2013 November 6, 2019
- 23:00
No such thing as a “healthy tan”
Research suggests we should be using sunscreen every day
- By: Wendy Cuthbert
- June 20, 2013 November 6, 2019
- 23:00
Planning for special needs
Chances are you have a client who has a family member with some kind of special need. An advisor who lacks a basic understanding of…
- By: Fiona Collie
- June 20, 2013 November 6, 2019
- 23:00
The science of practice valuation
A series of calculations will help you arrive at a credible number with which to begin your negotiations. Whether the practice sells for that price…
- By: George Hartman
- June 20, 2013 November 6, 2019
- 23:00
The “blah blah blah” effect
A high net-worth client describes what turned him off during his search for a financial advisor - and what one candidate did to make the…
- By: Dan Richards
- June 20, 2013 November 6, 2019
- 23:00
Tech Tips: Joyful hybrid with OS that’s lacking
Toshiba's nifty new device is both a tablet and an ultrabook, thanks to a mechanism that lets the keyboard slide out from under the screen.…
- By: Danny Bradbury
- May 24, 2013 November 6, 2019
- 12:00
Overcome procrastination – today
Putting off until tomorrow what you could do now is a nasty habit that can lead to stress and damage personal and business relationships. Here's…
- By: JoAnne Sommers
- May 24, 2013 November 6, 2019
- 12:00
Success built on family referrals
Jeanette Brox is serious about helping her clients reach their financial goals, with an emphasis on female clients and family issues. But on evenings and…
- By: Susan Yellin
- May 24, 2013 November 6, 2019
- 12:00
Noise pollution a health hazard
The racket we subject ourselves to every day is more likely to cause cardiovascular problems than hearing loss, researchers say. But there are simple steps…
- By: Wendy Cuthbert
- May 24, 2013 November 6, 2019
- 12:00
Staying alive
Clients often flee when markets dip. But keeping them invested can be key to their future returns
- By: Dwarka Lakhan
- May 24, 2013 November 6, 2019
- 12:00
Help for burned clients
Seasoned consumer advocate Ellen Roseman has a raft of tips for those who want to make sure they get their complaints addressed when their dealings…
- By: George Hartman
- May 24, 2013 November 6, 2019
- 12:00
Disability and preserving assets
A single doctor with a mysterious ailment needs to ensure that he can both protect his disability benefits and shelter assets that will accumulate inside…
- By: Catherine Harris
- May 24, 2013 November 6, 2019
- 12:00
Dealing with the “dementia crisis”
Are you prepared for the rising tide of clients suffering from cognitive decline? There are steps you can take to identify the early stages of…
- By: Wendy Cuthbert
- May 24, 2013 November 6, 2019
- 12:00
Prospecting tips for rookies
If you are new to the business, your toughest challenge will be cultivating prospects and converting them to clients. The good news is that there…
- By: Susan Yellin
- May 24, 2013 November 6, 2019
- 12:00
Client engagement
Make your clients feel a part of the financial planning process and instil a sense of loyalty and trust that makes them want to provide…
- By: Brent Jolly
- May 24, 2013 November 6, 2019
- 12:00
Mind your telephone etiquette
Sit in an alert posture and project a tone of confidence
- By: JoAnne Sommers
- May 24, 2013 November 6, 2019
- 12:00
How to value your practice
Many advisors rely too much on a backward-looking list of quantitative information to arrive at the value of their practice when they are preparing for…
- By: George Hartman
- May 24, 2013 November 6, 2019
- 12:00
Defusing new time bombs
Clients are often misinformed about the real financial risks of retirement. This provides an opportunity to gain new clients by informing prospects of the truth…
- By: Dan Richards
- May 24, 2013 November 6, 2019
- 12:00
On different pages?
Survey suggests many advisors are off the mark when it comes to understanding what's important to their clients and prospects
- By: Fiona Collie
- May 24, 2013 November 6, 2019
- 12:00