More to segmentation than assets
Dividing clients according to criteria such as age, gender, life-cycle stage and profession can help you develop a book of high-value clients. The key is…
- By: Dwarka Lakhan
- May 30, 2011 November 6, 2019
- 10:04
Latest news in Building Your Business
The toughest question
More clients are asking advisors to be specific about what clients get for the fees they pay. Addressing the issue can be an opportunity to…
- By: Dan Richards
- May 30, 2011 November 6, 2019
- 10:04
Health problems? Try a “forest bath”
Personal planning
- By: Wendy Cuthbert
- May 30, 2011 November 6, 2019
- 10:04
Understanding the basics — the client
Book review: Creating value through effective relationships
- By: George Hartman
- May 30, 2011 November 6, 2019
- 10:04
When is the best time to reboot?
Success can often mask the first signs that a business is likely to decline if changes aren’t made. The best way to manage the inevitable…
- By: George Hartman
- May 30, 2011 November 6, 2019
- 10:04
Help for the recently widowed
Every year, 70,000 women become widowed in Canada, but many advisors stumble when it comes to helping them deal with their new responsibilities as heirs.…
- By: JoAnne Sommers
- May 30, 2011 November 6, 2019
- 10:04
Out of work, can this couple retire?
Tom and Alice want to know if they can turn their layoffs into early retirement. Despite modest incomes, they own a mortgage-free house and have…
- By: Catherine Harris
- May 30, 2011 November 6, 2019
- 10:04
Building your book with referrals
Getting new business through existing clients and centres of influence has become an art. The process requires trusting relationships and the skill to spread the…
- By: Rosemary McCracken
- May 30, 2011 November 6, 2019
- 10:04
Find out what clients really want
Setting up a client advisory board requires a commitment from you and a select group of clients. Meetings can be as simple as an hour-long…
- By: Clare O’Hara
- May 30, 2011 November 6, 2019
- 10:04
Choose the right marketing plan
Of the thousands of marketing ideas that have worked for financial advisors, only a handful will work for you. It all depends on your clients…
- By: George Hartman
- April 29, 2011 November 6, 2019
- 12:56
Many options for backing up data
It’s up to your firm to make sure your trade-related information is secured according to regulatory requirements. But what about other important data? If you…
- By: Danny Bradbury
- April 29, 2011 November 6, 2019
- 12:56
Olympics to wealth management
Christian Farstad’s years as a world-class bobsledder taught him that courage and discipline are key to success in sports as well as in business. And…
- By: Brian Lewis
- April 29, 2011 November 6, 2019
- 12:56
Advice for a low-income inheritor
Jeanne wants to know how best to turn her windfall into higher retirement income. Two advisors, with differing inflation assumptions, offer their recommendations on how…
- By: Catherine Harris
- April 29, 2011 November 6, 2019
- 12:48
Is getting Botox worth the risk?
Baby boomers have always been obsessed with youth, but the pressure to look young is now greater than ever. Thus, a growing number of ordinary…
- By: Wendy Cuthbert
- April 29, 2011 November 6, 2019
- 12:48
The ripest market in insurance
As the population ages, a growing number of Canadians will require some form of long-term care insurance. Yet, despite what should be a strong demand,…
- By: Olivia Glauberzon
- April 29, 2011 November 6, 2019
- 12:24
A guide to giving back
Book review: The Art of Giving
- By: George Hartman
- April 29, 2011 November 6, 2019
- 12:24
Coaxing CA referrals
Building relationships with professionals takes time and patience. Three accountants reveal what it takes for a financial advisor to gain their trust
- By: Dan Richards
- April 29, 2011 November 6, 2019
- 12:24
Know the rules for common-law couples
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who…
- By: Catherine Harris
- April 6, 2011 November 6, 2019
- 14:26
A time of need
After your client dies, your advice and support can be of immeasurable value to a family and an executor who may be struggling to complete…
- By: Rosemary McCracken
- April 4, 2011 November 6, 2019
- 10:57
Bringing new ideas to life
Peer performance groups can be effective in helping you connect with other advisors, share ideas and put new initiatives into practice
- By: Dan Richards
- April 4, 2011 November 6, 2019
- 10:57
A simple time-management tool
Being stressed for time is the most common and pervasive source of pressure among almost all financial advisors. Although there are many theories regarding how…
- By: George Hartman
- April 4, 2011 November 6, 2019
- 10:57
Whiter shades of teeth
As bleached pearlies become a fashion trend, dentists, drugstores and spas offer a variety of ways to brighten your smile. The procedures are generally safe,…
- By: Wendy Cuthbert
- April 4, 2011 November 6, 2019
- 10:57
Whole life as an investment tool
Clients who can afford whole life insurance may benefit by using the product as part of an investment plan as well. While the strategy has…
- By: Dwarka Lakhan
- April 4, 2011 November 6, 2019
- 10:57
Build client trust with handwritten notes
Rather than spraying clients with mass emails and praying they respond, try creating unique personal connections with a pen and quality stationery; the beauty of…
- By: Jade Hemeon
- April 4, 2011 November 6, 2019
- 10:57
Why client events still work
The title of this book may be a little ambitious, given its promises. But there is no doubt that Adri Miller-Heckman’s Seminars for the Financial…
- By: George Hartman
- April 4, 2011 November 6, 2019
- 10:57