Go mobile without your laptop
Gaining access to your office computer while travelling for business or pleasure is getting easier. You can even leave your laptop at home, thanks to…
- By: Danny Bradbury
- September 23, 2011 November 6, 2019
- 12:48
Latest news in Building Your Business
Your elevator speech
Rather than just dumping information on the listener, your goal is to deliver a succinct message that intrigues that person enough to give you more…
- By: George Hartman
- August 29, 2011 November 6, 2019
- 14:31
Cross-border issues a big concern
Sandra and Chris — Canadians who have moved to the U.S. — are concerned that their tax matters in both countries have not been handled…
- By: Catherine Harris
- August 29, 2011 November 6, 2019
- 14:31
Institutional skills, personal service
Lori Livingstone, private client portfolio manager with Toronto-based ScotiaMcLeod Inc., says there is one question a client seeking a financial advisor should ask before anything…
- By: Jade Hemeon
- August 29, 2011 November 6, 2019
- 14:31
The lure of group plans
Pooled (group) RESPs
- By: Rudy Mezzetta
- August 29, 2011 November 6, 2019
- 14:31
Old therapy, new process
Prolotherapy — which can involve injections of the patient’s own body fluids into injured joints — is finding favour among baby boomers
- By: Jade Hemeon
- August 29, 2011 November 6, 2019
- 14:31
Guiding clients through the maze of education planning
You can help your clients manage the escalating costs of college and university with early planning
- By: Rudy Mezzetta
- August 29, 2011 November 6, 2019
- 14:31
Clients rely on you for education
Improving your clients’ financial literacy should be a part of your advisory practice
- By: Megan Harman
- August 29, 2011 November 6, 2019
- 14:31
Staying in touch with clients
Sending a regular selection of articles and videos from leading publications as a way of connecting with clients can be a valuable tool for building…
- By: Dan Richards
- August 29, 2011 November 6, 2019
- 14:02
How to work remotely, efficiently
Get started with a reliable laptop computer, an Internet connection and cloud-based data backups
- By: Danny Bradbury
- August 29, 2011 November 6, 2019
- 14:02
Make your practice more profitable
“Coach’s Forum” is a place in which you can ask your questions, tell your stories or give your opinions on any aspect of practice management.…
- By: George Hartman
- August 29, 2011 November 6, 2019
- 14:02
Child insurance
Make it a positive conversation
- By: Olivia Glauberzon
- August 2, 2011 November 6, 2019
- 10:40
Management couple could reach goals
“Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks with Anne Hammond, a Canadian investment manager and…
- By: Catherine Harris
- August 2, 2011 November 6, 2019
- 10:40
Still putting out fires
Advisor Andrew Mayhew’s former life as a firefighter has proven handy when it comes to keeping clients out of incendiary financial zones. Instead, he encourages…
- By: Patricia Chisholm
- August 2, 2011 November 6, 2019
- 10:40
Learning how to gear down smoothly
One way to ensure you retain your boomer clients as they get older is to become an expert in post-retirement planning. That means understanding the…
- By: George Hartman
- August 2, 2011 November 6, 2019
- 10:40
Close gaps with wealthy clients
A U.S. study of affluent clients reveals significant deficiencies in their financial plans, estate plans and communication — with both their spouses and their advisors
- By: Dan Richards
- August 2, 2011 November 6, 2019
- 10:40
Should you offer child insurance?
A child becoming critically ill or dying is an event no parent wants to think about, even when considering insurance needs. Yet, insurance companies offer…
- By: Olivia Glauberzon
- August 2, 2011 November 6, 2019
- 10:40
Insurance quotes on your iPad
iCompete app offers unbiased information from multiple sources on your desktop, iPhone and iPad. A free consumer version directs clients to advisors who are using…
- By: Danny Bradbury
- August 2, 2011 November 6, 2019
- 10:40
Client should work until age 70
Recently split from her common-law partner, Anne wants to buy a house and fund her daughter’s post-graduate education. Anne’s goals may be achievable, say two…
- By: Catherine Harris
- June 24, 2011 November 6, 2019
- 11:12
Client anger management
Sometimes, mistakes occur and we’re forced to deal with an irate client. Knowing what to say and how to say it can help you resolve…
- By: George Hartman
- June 24, 2011 November 6, 2019
- 11:12
Advising seniors
Elderly people represent the wealthiest and fastest-growing demographic group in Canada. To serve this potentially profitable market as a financial advisor, you may need to…
- By: JoAnne Sommers
- June 24, 2011 November 6, 2019
- 11:12
A set of credible predictions
American financial services guru explores the ways the world of financial advisors will change in the 21st century. Practices will be more like businesses
- By: George Hartman
- June 24, 2011 November 6, 2019
- 11:12
Talking about a revolution
Baby boomers intend to rewrite the book on retirement when they leave their full-time jobs. Think business ventures and exotic trips rather than seniors’ bus…
- By: Dan Richards
- June 24, 2011 November 6, 2019
- 11:12
Helping clients meet their goals
Two advisors in Winnipeg have refocused their efforts on clients who are in retirement or on the cusp of it. An important part of the…
- By: Geoff Kirbyson
- June 24, 2011 November 6, 2019
- 11:12
Cultivate centres of influence
What the pros say
- By: Rosemary McCracken
- May 30, 2011 November 6, 2019
- 10:04