Embracing change
After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back
- By: Patricia Chisholm
- September 21, 2020 September 23, 2020
- 00:06
Latest news in Building Your Business
Is your practice prepared for the “next normal”?
Now may be the time to reconsider your approach to marketing and client relationships
- By: George Hartman
- September 21, 2020 September 18, 2020
- 00:05
Have you found your niche?
Focusing on a target group of clients can help you grow your business, experts say
- By: Greg Dalgetty
- September 16, 2020 September 16, 2020
- 16:07
Heading back to the office?
Not so fast, firms say, as working from home proves productive
- By: Michelle Schriver
- August 21, 2020 August 20, 2020
- 00:07
Firms offering advisors remote control
Covid-19 revealed the benefits and challenges of working from home. Some advisory firms now tout their remote-work capabilities in their recruitment strategies
- By: Dwarka Lakhan
- August 21, 2020 August 20, 2020
- 00:06
Tips for virtual networking
With events moving online, you may be forced to network digitally. Here’s how to make the most of the experience
- By: Maddie Johnson
- August 21, 2020 April 7, 2021
- 00:05
Coach’s Forum: Should I renew my office lease?
You and your staff may want to continue working from home once the pandemic is over — which could have major implications for how you…
- By: George Hartman
- August 21, 2020 August 20, 2020
- 00:04
To be continued
Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19
- By: Greg Dalgetty
- June 5, 2020 June 10, 2020
- 00:17
Coach’s Forum: Make the transition to “transition coach”
Helping business-owner clients transfer their businesses can enable you to end your career on a high note
- By: George Hartman
- June 5, 2020 June 10, 2020
- 00:16
On the precipice of change
Faced with low interest rates and a global pandemic, the life insurance sector will continue to evolve to meet advisors' expectations
- By: Dwarka Lakhan
- June 5, 2020 November 4, 2022
- 00:14
The home front
The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs
- By: Rudy Mezzetta
- May 1, 2020 June 10, 2020
- 00:06
Ignore ESG at your peril
Advisors who are familiar with responsible investing will be well positioned to attract and retain millennial clients
- By: Maddie Johnson
- May 1, 2020 June 10, 2020
- 00:05
The right attitude
Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music
- By: Greg Dalgetty
- May 1, 2020 June 10, 2020
- 00:04
You’re the coach
How to help clients through financial downturns
- By: donalee Moulton
- April 2, 2020 April 13, 2020
- 00:06
Digital assets and estate planning
The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and…
- By: Rudy Mezzetta
- April 2, 2020 April 13, 2020
- 00:05
A focus on women
Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"
- By: Maddie Johnson
- April 2, 2020 April 13, 2020
- 00:04
The new “niche”
There's more to specialization than focusing on a client group. You have to define the specific needs of those clients and what you can do…
- By: donalee Moulton
- March 6, 2020 March 5, 2020
- 00:09
Tech Tips: E-signatures can streamline paperwork
Clients demand services that are fast and convenient. E-signatures can save you and your clients time and paperwork without compromising security
- By: Danny Bradbury
- March 6, 2020 March 5, 2020
- 00:08
Putting down roots in northern Alberta
Nadine Allen uses financial expertise, empathy and community support to foster client relationships
- By: Patricia Chisholm
- March 6, 2020 March 5, 2020
- 00:07
Insuring younger clients
Single millennials may not need life insurance, but many could benefit from disability insurance
- By: Dwarka Lakhan
- March 6, 2020 March 5, 2020
- 00:06
Coach’s Forum: Beginning the succession dialogue
Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done
- By: George Hartman
- March 6, 2020 June 9, 2023
- 00:05
Compliance, clients to drive new tech
Firms also can use technology to facilitate client onboarding and to make client reporting more engaging and interactive
- By: Greg Dalgetty
- January 31, 2020 January 29, 2020
- 00:08
Must-have technology buys for 2020
How to get the biggest bang for your buck when shopping for hardware and software
- By: Danny Bradbury
- January 31, 2020 January 29, 2020
- 00:07
Tech stocks offer risk and reward
Clients looking for investment opportunities in this rapidly changing sector must approach them with caution
- By: Dwarka Lakhan
- January 31, 2020 January 30, 2020
- 00:06
Latest fintechs focus on saving
Advisors beware: These innovations will soon be making their mark in Canada
- By: donalee Moulton
- January 31, 2020 February 26, 2020
- 00:05