While most advisors focus on revenue growth, profitability is the key measure of success in a financial advisory practice. Profitability should increase as your assets…
Advisors looking for clients should start with people with whom they share common ground, say many coaches and consultants. Alternatively, you could start with a…
Using data analysis software such as LifeAssist can help you mine your database of in-force policies to detect which policies will be up for renewal…
After 25 years and several moves, Dean Bowe has an impressive client-retention record - some of his clients have been with him since Day 1.…
Filing an income tax return on time is especially worthwhile for elderly clients, even if they don't have much income. Filing will give seniors access…
Author John Leonetti emphasizes the business-owner client's readiness to retire, both mentally and financially, rather than focusing entirely on financial issues
Ann, a freelance journalist who just turned 65, will have to make some decisions regarding her residence, the length of time that she plans to…
The days of the financial seminar in a hotel conference room are long past. Now, clients are looking for unique experiences that are intimate, unique…
An advisor asks, "Is it all worth it?" The answer - and a clear sense of purpose - can be found through a series of…
Here are three techniques for pursuing a referral from a client that has not led to a call from a prospect. One of the keys…
Sending out a regular newsletter to your clients can provide them with important news, as well as a reminder that you're available to help in…
Advisor Debbie Mealia has come up with an innovative way for mentally and physically disabled adults in the Vancouver area to support themselves
ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me…
Paul Williamson is known as "Mr. Double-up" because of his knack for doubling fundraising goals. Last autumn, he won the Queen Elizabeth II Diamond Jubilee…
Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to…
Hal Spelliscy, a portfolio manager with Raymond James in Kelowna, B.C., has been volunteering and raising money for causes related to ALS for 23 years,…
Charity starts at home for Andrea Kladar, who developed a love of animals while growing up on a farm
Jim Mignault, an advisor with Investors Group, turned the early loss of his cousin to diabetes into a spark that ignited a lifelong desire to…
With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also…
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents…
Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer…
Advisor John Gowans and his wife, Carol, have been visiting Haiti annually since the devastating 2010 earthquake. "You get more out of it than you…
Advisor Konrad Kopacz is the director of marketing for a Toronto-based charity that helps children in shelters. He spends several hours a week looking for…
Jonathan Lewis, a financial advisor with Eastport Financial in Halifax, says that life events have helped him appreciate how difficult lack of resources can be…