Keeping it in the family
Many boomers are worried that large portions of their estates could end up in the hands of a child's ex-spouse
- By: Rudy Mezzetta
- April 29, 2012 November 6, 2019
- 23:00
Latest news in Building Your Business
The small-town advantage
Knowing most of your neighbours, and running into them frequently, can create special opportunities for advisors who live and work in small communities. Find out…
- By: George Hartman
- April 29, 2012 November 6, 2019
- 23:00
Lead with your benefits
Many advisors' efforts to differentiate themselves end up conveying sameness. To be successful, you must convey the benefits of working with you to your clients
- By: Dan Richards
- April 29, 2012 November 6, 2019
- 23:00
Can John retire and meet his goals?
Following a nasty divorce, a 65-year-old book editor hopes to reduce his work hours while helping to support his teenage son and, eventually, fund his…
- By: Catherine Harris
- April 29, 2012 November 6, 2019
- 23:00
The value of being unique
Scott McKain's book identifies the ways that sameness can undercut your business and outlines methods for achieving the business distinctiveness that can lead to great…
- By: George Hartman
- April 29, 2012 November 6, 2019
- 23:00
Making a smooth transition
When National Bank Financial completed its acquisition of Wellington West Capital last year, advisor Ian Houston's clients wanted to know how they would be affected.…
- By: Geoff Kirbyson
- April 29, 2012 November 6, 2019
- 23:00
Is that olive oil really extra-virgin?
Extra-virgin olive oil has become a pantry staple for health-conscious Canadians. Sales of the product, lovingly called EVOO by cooks, have risen consistently in recent…
- By: Wendy Cuthbert
- April 29, 2012 November 6, 2019
- 23:00
Is there a fair roaming package?
Independent research indicates Canadians are getting gouged by the big wireless companies. And when it comes to roaming, we're paying almost three times the OECD…
- By: Danny Bradbury
- April 29, 2012 November 6, 2019
- 23:00
Dealing with disrupted sleep
If you are already sleep-deprived, the arrival of daylight time can make matters worse. Pay attention to those bleary eyes and review your sleep patterns.…
- By: JoAnne Sommers
- March 31, 2012 November 6, 2019
- 23:00
Converting suspects to prospects
The class of potential clients known as "suspects" can be converted to "prospects" - and then to clients - with an organized approach that includes…
- By: Dwarka Lakhan
- March 31, 2012 November 6, 2019
- 23:00
When should this couple retire?
Bob and Melanie, both 55 years old, are a married couple who are pondering retirement however, the timing of their retirement could result in either…
- By: Catherine Harris
- March 31, 2012 November 6, 2019
- 23:00
Financial literacy, the web way
Ed Rempel started blogging as a way to increase financial literacy. That's still his main purpose, but his large online following also has expanded his…
- By: Megan Harman
- March 31, 2012 November 6, 2019
- 23:00
A sales primer
This book dealing with decision-making is useful in an era when many advisors do not receive formal sales training
- By: George Hartman
- March 31, 2012 November 6, 2019
- 23:00
Special insurance for HNW clients
Advisors can overlook some of the less common types of insurance products that can be useful for affluent individuals
- By: Olivia Glauberzon
- March 31, 2012 November 6, 2019
- 23:00
Advisor swears by his iPad
When DundeeWealth provided Apple's popular tablet computers to its advisors, Rob Jones of Sudbury, Ont., jumped at the chance to improve the way he serves…
- By: Danny Bradbury
- March 31, 2012 November 6, 2019
- 23:00
Competing with the headlines
Keeping clients focused on their long-term plans can be challenging when the mainstream media are offering sensationalist economic news and conflicting messages. Financial advisors explain…
- By: Susan Yellin
- March 31, 2012 November 6, 2019
- 23:00
Hipsters on board
Members of Generation Y are helping grey-haired baby boomers ease the transition of financial planning practices. Find out what works - and what doesn't
- By: Olivia Li
- March 31, 2012 November 6, 2019
- 23:00
Advisor has hit a plateau
As any enterprise grows, it becomes more bureaucratic in order to cope with the increased complexity of its business. When that happens to a financial…
- By: George Hartman
- March 31, 2012 November 6, 2019
- 23:00
Triple savings rates
Behavioural economists have devised techniques to help clients stick to their financial plans. Clients with vivid images of their retirement commit to more ambitious savings…
- By: Dan Richards
- March 31, 2012 November 6, 2019
- 23:00
A team approach: Who does what
Pairing with a career coach to help a suddenly unemployed client
- By: Susan Yellin
- March 6, 2012 November 6, 2019
- 15:20
Key tips for tax season
Ensuring that clients file their tax returns — and on time — is a must. They must also be aware of a few significant federal…
- By: Rudy Mezzetta
- March 5, 2012 November 6, 2019
- 16:59
Still influencing advisors
The seminal self-help and motivational book, How to Win Friends and Influence People, is still as relevant today as it was when it first rolled…
- By: Wendy Cuthbert
- March 5, 2012 November 6, 2019
- 16:55
Divorcée faces tough decisions
Jennifer, a 60-year-old woman in Toronto, needs help in determining whether to blend her financial future with that of her new boyfriend. Two financial advisors…
- By: Catherine Harris
- March 5, 2012 November 6, 2019
- 16:49
Tips for growing your practice
Terry Robertson and Debra Terry of Strongbridge Financial Group Ltd. say the following tips will help you grow your financial advisory business
- By: JoAnne Sommers
- March 5, 2012 November 6, 2019
- 16:42
Shared values, strong partnership
Financial advisors Terry Robertson and Debra Terry, founders of Strongbridge Financial Group Ltd. in Kelowna, B.C., count on their experiences both as small-business owners and…
- By: JoAnne Sommers
- March 5, 2012 November 6, 2019
- 16:18