Books worth their weight
First Person: Margaret Cameron
- By: James Bagnall
- March 31, 2010 March 31, 2010
- 10:22
Latest news in Building Your Business
Start looking for an assistant before you need one
Create a job profile that lists key responsibilities, daily duties and skills; expect training to take up to 18 months
- By: Wendy Cuthbert
- March 31, 2010 March 31, 2010
- 10:22
Set an exit strategy and define your legacy: book review
Successfully engineering the departure from your life’s work requires dealing with many important issues
- By: George Hartman
- March 31, 2010 March 31, 2010
- 10:22
Creating a mission statement helps define your business
Message should be written with the client’s perspective in mind; outline the benefits for them in working with you
- By: Wendy Cuthbert
- March 31, 2010 March 31, 2010
- 10:04
Get rid of clutter and make a good impression
A well-organized office environment indicates you have things under control and conveys professionalism
- By: JoAnne Sommers
- March 31, 2010 March 31, 2010
- 10:04
Team meetings must be relevant and offer value
For staff meetings to be effective, they must be well organized, well led and stay to the predetermined time allotted
- By: Dwarka Lakhan
- March 31, 2010 March 31, 2010
- 10:04
Outsider’s objective viewpoint has value
A good business coach can work with you to hone the skills and abilities that allow you to build a successful practice
- By: George Hartman
- March 31, 2010 March 31, 2010
- 10:04
Working with a coach
4 pointers on what to expect
- By: George Hartman
- March 31, 2010 March 31, 2010
- 10:04
Telephone is your public voice
Answer by the third ring and always sound positive; return calls promptly
- By: IE Staff
- March 31, 2010 March 31, 2010
- 10:04
Talking to clients about expected returns
Too often, media reports omit inflation and asset classes from projections (includes chart)
- By: Michael Nairne
- March 31, 2010 March 31, 2010
- 10:00
Technologies to boost your business
Harnessing the power of online supports and products can be daunting. Whether you’re looking for software, services or a laptop, here are some suggestions to…
- By: Danny Bradbury
- March 8, 2010 March 8, 2010
- 14:09
Taking another look at annuities
The traditional products, combined with an investment strategy, have appeal for some advisors and clients
- By: Gavin Adamson
- March 8, 2010 March 8, 2010
- 12:46
Harnessing technology: A matter of survival
From nifty gadgets to efficient software, becoming a tech-savvy advisor is now a necessity
- By: Danny Bradbury
- March 8, 2010 March 8, 2010
- 12:46
A bump on the head could be a serious injury
Multiple concussions can lead to permanent disabilities and health problems; wearing a helmet still the No. 1 preventative measure
- By: Megan Harman
- March 8, 2010 March 8, 2010
- 12:46
TD advisor has a passion for the environment
Rene Kormos, financial advisor to 160 Vancouver-area families, is an advocate of recycling and natural gardening
- By: Clare O’Hara
- March 8, 2010 March 8, 2010
- 12:46
Steps to an effective telephone meeting
Write an agenda and send it to the client ahead of time; be sure to take notes and, later, send a summary
- By: Rudy Mezzetta
- March 8, 2010 March 8, 2010
- 12:46
Clients need to tighten their belts to have adequate income
Spending cuts of about 15%-17% will be required if John and Susan intend to have their financial assets last until they’re 95
- By: Catherine Harris
- March 8, 2010 March 8, 2010
- 12:46
A business planning tool for advisors
New book uses case-study format and worksheets to guide you through the stages of your practice
- By: Dwarka Lakhan
- March 8, 2010 March 8, 2010
- 12:46
Small credit union is big on sustainability
Halifax’s iNova has gained a reputation for developing projects that protect the environment and serve the community
- By: Jade Hemeon
- March 8, 2010 March 8, 2010
- 12:46
How the Internet killed the (cable) video star
It’s getting easier to access specialty TV programming over the Internet. Your TV might already be obsolete
- By: Danny Bradbury
- March 8, 2010 March 8, 2010
- 12:46
Tax time is prime time to reconnect with clients
While reviewing basics such as tax credits and capital losses, advisors can discuss a wide array of financial decisions
- By: Rudy Mezzetta
- March 8, 2010 March 8, 2010
- 12:46
Tell an inspiring tale of your passion
More than a mission statement, less than a resumé, your story shows prospects how you can help them
- By: George Hartman
- March 8, 2010 March 8, 2010
- 12:34
Lessons from a time machine
Which markets performed best over the past 40 years? You might be surprised
- By: Dan Richards
- March 8, 2010 March 8, 2010
- 11:39
A geopark in New Brunswick?
An advisor in Saint John hopes to have a vast area designated by UNESCO
- By: Geoff Kirbyson
- February 19, 2010 February 19, 2010
- 12:23