The challenge: Move clients off the sidelines
Canadians are sitting on $1 trillion in cash; they must return to the market to regain their losses
- By: Jade Hemeon
- November 17, 2009 November 17, 2009
- 15:22
Latest news in Building Your Business
Knowing when to hold — and when to fold
It’s human nature to avoid what looks like major risk, but that’s almost always the best signal to buy equities
- By: Geoff Kirbyson
- November 17, 2009 November 17, 2009
- 15:22
Retirement postponed: The new post-65 reality
Advisors and their clients should consider how financial planning arrangements are affected when seniors keep working
- By: James Langton
- November 17, 2009 November 17, 2009
- 15:22
Warn clients that safety comes with a price
More and more financial products offer predictability, but they can be tough to understand and may carry high opportunity costs
- By: JoAnne Sommers
- November 17, 2009 November 17, 2009
- 15:22
Show commitment
Randy Treiber, a certified financial planner and branch manager with Sterling Mutuals Inc. in Lethbridge, Alta., says his office’s art gallery has helped define the…
- By: Gavin Adamson
- November 3, 2009 November 3, 2009
- 11:32
Stop schmoozing and start adding value
It’s no longer enough to hand out business cards; successful networkers build relationships
- By: donalee Moulton
- November 3, 2009 November 3, 2009
- 10:52
TD Waterhouse the latest to offer grid guarantees
Above all, the new policy is a way of reaching out to current and prospective female employees
- By: Olivia Glauberzon
- November 3, 2009 November 3, 2009
- 10:52
Balancing good service with profitability
This book’s overriding message is that service is an opportunity and a challenge
- By: George Hartman
- November 3, 2009 November 3, 2009
- 10:52
Consider a detox to rid your body of damaging elements
Taking a few weeks a couple of times a year to eat simply and eliminate processed foods can provide a jump-start to good health
- By: Wendy Cuthbert
- November 3, 2009 November 3, 2009
- 10:52
Create enduring memories at your next client event
High-profile speakers bring media attention, but a low-profile, low-budget affair can resonate with clients, too
- By: Olivia Glauberzon
- November 3, 2009 November 3, 2009
- 10:52
Couple should jump back into the market
John and Anne should reinvest the assets they have sitting on the sidelines or they won’t have enough income for retirement
- By: Catherine Harris
- November 3, 2009 November 3, 2009
- 10:52
Mastering the art of community involvement
Advisor Randy Treiber and his team exhibit the works of local artists in their offices. Their gallery encourages visits from clients
- By: Gavin Adamson
- November 3, 2009 November 3, 2009
- 10:52
Lines of credit can offer protection in difficult times
They can help your clients pay the bills when they’re looking for work, or serve as an interest-saving vehicle for those with mortgages
- By: Jade Hemeon
- November 3, 2009 November 3, 2009
- 10:52
Client statements don’t have to be confusing
Customization options are available at both the dealer and the advisor levels
- By: Clare O’Hara
- November 3, 2009 November 3, 2009
- 10:52
Firing a client requires frankness and clarity
What you say when it’s time to end the relationship depends on the circumstances
- By: George Hartman
- November 3, 2009 November 3, 2009
- 10:25
About the research
The Univeris Corp. report draws on Advisor Impact Inc.’s Advisor Impact client index, which contains data from surveys of more than 53,000 clients. The Univeris…
- By: Olivia Glauberzon
- November 3, 2009 November 3, 2009
- 10:25
It really is the thought that counts
A unique and memorable client gift doesn’t have to be expensive (IE:TV)
- By: Dan Richards
- November 3, 2009 November 3, 2009
- 10:25
Nothing says “thank you” like a Christmas party
There are various alternatives for hosting low-budget holiday parties during these tough times
- By: Monica Joseph-McIntyre
- November 3, 2009 November 3, 2009
- 10:25
Get clients engaged
It’s not enough to satisfy your clients. They must trust you and feel a part of the process
- By: Olivia Glauberzon
- November 3, 2009 November 3, 2009
- 10:25
How the provinces are helping taxpayers
Provinces across the country have introduced a range of tax breaks aimed at easing hard times
- By: Maureen Halushak
- October 20, 2009 October 20, 2009
- 14:37
Help clients minimize their tax liabilities
Volatile times present opportunities for investors to make use of some tried-and-true tax strategies
- By: Rudy Mezzetta
- October 20, 2009 October 20, 2009
- 14:37
Changes to Canada’s international tax system put on ice
Late last year, a feder-al advisory panel recommended measures to improve the fairness, efficiency and competitiveness of Canada’s international tax system. However, the global financial…
- By: James Langton
- October 20, 2009 October 20, 2009
- 14:37
Tax harmonization tops industry’s concerns
Issues relating to capital losses, dividends, income-splitting and registered plans round out groups’ recommendations
- By: Catherine Harris
- October 20, 2009 October 20, 2009
- 14:37
A popular strategy for recession-weakened firms
Freezing an estate allows eventual beneficiaries to benefit from the future growth of the business
- By: Rudy Mezzetta
- October 20, 2009 October 20, 2009
- 14:37
Private companies can be taxed twice when owners die
There are strategies to avoid double taxation, but they require planning and timely action
- By: Wendy Cuthbert
- October 20, 2009 October 20, 2009
- 14:37