More than curb appeal
Husband-and-wife co-authors outline a process for making your business attractive to potential buyers. You should consistently work on preparing your practice for sale
- By: George Hartman
- August 23, 2012 November 6, 2019
- 23:00
Latest news in Building Your Business
Balance your social media portfolio
If you use multiple accounts on various social networks, social media management tools are a must-have
- By: Danny Bradbury
- August 23, 2012 November 6, 2019
- 23:00
Jill’s dream job means less pay
Can the 50-year-old office manager and animal lover afford to take a position at a veterinary clinic for less money and fewer benefits, yet still…
- By: Catherine Harris
- August 23, 2012 November 6, 2019
- 23:00
Getting ready for autumn
To make a smooth transition, you need to do a little planning
- By: Fiona Collie
- August 23, 2012 November 6, 2019
- 23:00
Focus on de-accumulation
Daryl Diamond specializes in creating tax-efficient strategies for clients in the disbursement phase of their lives
- By: Jade Hemeon
- August 23, 2012 November 6, 2019
- 23:00
Off on the right foot
Rookie advisors often sabotage their careers by making simple, common mistakes. Here are some of the missteps newcomers frequently make, and ways to avoid them
- By: Clare O’Hara
- August 23, 2012 November 6, 2019
- 23:00
Beach read for advisors
A new mystery novel places an intrepid financial advisor and an orphaned boy at the centre of a nefarious plot involving murder and deceit
- By: George Hartman
- July 26, 2012 November 6, 2019
- 23:00
7 habits of successful advisors
Making best practices a matter of reflex rather than conscious decision brings success
- By: Olivia Glauberzon
- July 26, 2012 November 6, 2019
- 23:00
When buyers come knocking, take it slow
It might be flattering to get an out-of-the-blue offer to purchase your practice. But before deciding whether to begin serious negotiations, here are several factors…
- By: George Hartman
- July 26, 2012 November 6, 2019
- 23:00
How to reignite your passion
With the economy in the doldrums and clients complaining about lousy market performance for so long, it's understandable if you're down in the dumps
- By: Dan Richards
- July 26, 2012 November 6, 2019
- 23:00
Can exercising be bad for you?
Although recent research has found that excessive exercise can lead to permanent scarring of the heart in some people, don't put down your running shoes…
- By: Wendy Cuthbert
- June 24, 2012 November 6, 2019
- 23:00
Time for succession
To protect your clients, your staff, and your legacy, you must put together a suitable succession strategy years before you plan to make your exit
- By: Rudy Mezzetta
- June 24, 2012 November 6, 2019
- 23:00
How much should you charge?
Once you have decided to switch to a fee-based practice, the next question is how much should your clients pay for your services. There are…
- By: George Hartman
- June 24, 2012 November 6, 2019
- 23:00
Follow up without being a pest
A key component of a valuable financial advisory practice is a healthy pipeline of prospects. Maintaining that pipeline means reaching out to potential clients who…
- By: Dan Richards
- June 24, 2012 November 6, 2019
- 23:00
Using a DAF to maximize giving
A childless couple in their late 80s want to donate much of their considerable wealth to charity and still have enough for their own needs.…
- By: Catherine Harris
- May 24, 2012 November 6, 2019
- 23:00
A recipe for success
Olympic gold medallist Marnie McBean outlines a strategy for setting and achieving goals that can be applied to business - or any aspect of life
- By: George Hartman
- May 24, 2012 November 6, 2019
- 23:00
A teenage dream becomes a career
With an open door for anyone who wants to do business with him, Mike Himmelman doesn't focus on niche markets, demographic groups or income levels.…
- By: donalee Moulton
- May 24, 2012 November 6, 2019
- 23:00
Three “ins” to talk philanthropy
Offering effective philan- thropic strategies can strengthen client relationships and provide real tax savings. Some clients’ situations make them more receptive than others to a…
- By: Fiona Collie
- May 24, 2012 November 6, 2019
- 23:00
Hey, should you get onto the cloud?
Before you trust your sensitive data to offsite storage providers via the Internet, make sure you have added safeguards of your own. Despite the many…
- By: Danny Bradbury
- May 24, 2012 November 6, 2019
- 23:00
Goin’ down the road in style
A road trip with children is a classic summer vacation option. But be prepared
- By: Wendy Cuthbert
- May 24, 2012 November 6, 2019
- 23:00
Rethinking the 4% solution
The conventional idea that retired clients can withdraw 4% of their capital annually and not outlive their savings is being revised. Instead, retirees should cut…
- By: Susan Yellin
- May 24, 2012 November 6, 2019
- 23:00
Selling a move to fee-based practice
An advisor is apprehensive about telling his clients about his planned transition to a fee-based practice. A structured approach to presenting the proposal as a…
- By: George Hartman
- May 24, 2012 November 6, 2019
- 23:00
Two referral strategies
Meeting with retired clients to discuss issues that are important to them sets the stage for those clients to bring in more of their own…
- By: Dan Richards
- May 24, 2012 November 6, 2019
- 23:00
Words from the wise
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
- By: Jade Hemeon
- May 24, 2012 November 6, 2019
- 23:00
Get creative with insurance
As the low interest-rate environment puts the squeeze on insurers, policy options such as return of premium and guarantees have been reduced or eliminated. That…
- By: Olivia Glauberzon
- April 29, 2012 November 6, 2019
- 23:00