Lessons from the hospital
When Bob spent time in the famous Mayo Clinic, the experience had a fundamental impact on his thinking regarding the running of his successful financial…
- By: Dan Richards
- December 14, 2012 November 6, 2019
- 00:00
Latest news in Building Your Business
Pitfalls of joint ownership
Clients who register assets with their grown children as joint tenants could be asking for trouble. Things can sour when more than one child is…
- By: Susan Yellin
- December 14, 2012 November 6, 2019
- 00:00
Prevent and treat your cold
Vitamin D and rest can help you avoid infection. If you do get sidelined, garlic and ginger are among the natural remedies that can make…
- By: JoAnne Sommers
- December 14, 2012 November 6, 2019
- 00:00
Advice for advisors
Many top advisors credit their success to professionals who have provided guidance. Learning relationships can take various forms
- By: Wendy Cuthbert
- December 14, 2012 November 6, 2019
- 00:00
Social studies
Whether you are a newbie or a veteran, success using social media requires that you have a plan
- By: Clare O’Hara
- December 14, 2012 November 6, 2019
- 00:00
Refresh your prospecting strategy
One of the most direct ways to boost your sales is to make sure your clients and prospects know about all the products and services…
- By: Brent Jolly
- December 14, 2012 November 6, 2019
- 00:00
The art of selling your book
A significant number of financial advisors are approaching retirement age, yet few have a succession plan in place. Here's what you need to know about…
- By: George Hartman
- December 14, 2012 November 6, 2019
- 00:00
A rich harvest of referrals
Cultivating relationships with centres of influence can provide you with valuable new clients. Establishing and maintaining those arrangements takes time and patience
- By: Dwarka Lakhan
- December 14, 2012 November 6, 2019
- 00:00
Using autopilot for routine tasks
An advisor’s computer can automate repetitive business tasks behind the scenes. When you use technology to deal with such matters as email overload and scheduling,…
- By: Danny Bradbury
- December 4, 2012 November 6, 2019
- 14:48
The flu shot: A good investment
Winter is approaching, and the flu is only a handshake away. Getting the vaccine helps protect both you and others.
- By: JoAnne Sommers
- December 4, 2012 November 6, 2019
- 14:32
Overcoming clients’ distractions
Helping clients establish a savings plan is no easy task because of other demands on their pocketbooks. But by pointing out both the short- and…
- By: Susan Yellin
- December 4, 2012 November 6, 2019
- 14:28
Can couple succeed without stocks?
A couple in Vancouver say they have suffered enough by investing in equities and would like to fund their retirement with safe investments. One advisor…
- By: Catherine Harris
- December 4, 2012 November 6, 2019
- 14:21
Managing the costs of sports
Some clients may have children with ambitions of becoming professional athletes. Here are the costs — both financial and otherwise — that you should help…
- By: Catherine Harris
- December 4, 2012 November 6, 2019
- 13:24
How the “adventures” work
The 5 Great Adventures program, co-founded by Gillian Stovel Rivers, an advisor with Assante Financial Management Ltd.
- By: Fiona Collie
- December 4, 2012 November 6, 2019
- 13:18
Advisor takes clients on “adventures”
New life-planning program helps clients explore and clarify five areas of their lives, ranging from money to health to life goals. The program has boosted…
- By: Fiona Collie
- December 4, 2012 November 6, 2019
- 13:14
Helping clients understand insurance
Making sure your clients are literate about the insurance products they buy can be a challenging task, but it’s necessary because planning for retirement and…
- By: Dwarka Lakhan
- December 4, 2012 November 6, 2019
- 13:08
A book for your clients
This new tome from highly regarded financial advisor David Christianson is a compendium of concise descriptions and essential insights into the worlds of finance and…
- By: George Hartman
- December 4, 2012 November 6, 2019
- 13:04
Video stars, “Advisor Style”
More financial advisors are using the camera to get their message across to clients and potential clients. They say even a two-minute clip on their…
- By: Wendy Cuthbert
- December 4, 2012 November 6, 2019
- 12:51
Should you prepare a manual?
An advisor who will see his practice double with the acquisition of a retiring advisor’s book of business wants to know the benefits of a…
- By: George Hartman
- December 4, 2012 November 6, 2019
- 12:07
Find your unique proposition
Harvard Business School professor Michael Porter says you should adopt the approach
- By: Dan Richards
- December 4, 2012 November 6, 2019
- 11:58
The grey tsunami
The number of people over 100 is rising sharply, with younger groups close behind
- By: Jade Hemeon
- November 9, 2012 November 6, 2019
- 00:00
Seg funds still useful for some
These funds offered by insurers remain appealing for some clients because they combine the investment features of mutual funds and the guarantees of insurance. But…
- By: Megan Harman
- November 9, 2012 November 6, 2019
- 00:00
Using the TFSA for income-splitting
With no attribution, a family can contribute more to TFSAs
- By: Andy Bilski
- November 9, 2012 November 6, 2019
- 00:00
Annuities make a comeback
Once viewed as a product with limited uses and too many drawbacks, the certainty provided by an annuity is becoming more appealing. Many retiring boomers…
- By: Susan Yellin
- November 9, 2012 November 6, 2019
- 00:00
Getting private shares out of RRSPs
Clients who hold private company shares in their RRSPs or RRIFs should be aware of recent changes that might expose them to a punitive new…
- By: Rudy Mezzetta
- November 9, 2012 November 6, 2019
- 00:00