Cross-border issues key to maximizing income
An affluent new senior citizen seeks ways to increase spending power without risk
- By: Catherine Harris
- April 25, 2008 April 25, 2008
- 12:16
Latest news in Building Your Business
Guided tour of the compliance jungle
A legal expert offers timely advice aimed at avoiding disputes with clients
- By: George Hartman
- April 25, 2008 April 25, 2008
- 12:16
Make sure clients pack travel insurance
A stay in a U.S. hospital can cost $10,000 a day; provincial plans cover only a fraction of that
- By: Rosemary McCracken
- April 25, 2008 April 25, 2008
- 12:16
Want a good workout? Think outside the gym
If exercise machines and pricey gym memberships aren’t for you, get a workout through your favourite outdoor activities
- By: Celia Milne
- April 25, 2008 April 25, 2008
- 12:16
How to keep your sensitive data secret
Several affordable encryption programs are available to protect the information on your computer, server, PDA and cellphone
- By: Danny Bradbury
- April 25, 2008 April 25, 2008
- 12:16
Former rocker makes planning his chorus
Winnipeg’s Gary Golden shares with clients the lessons he learned as a member of rock band Harlequin
- By: Geoff Kirbyson
- April 25, 2008 April 25, 2008
- 12:16
Sports can mean bang for marketing buck
Sponsoring an athlete can provide national exposure while boosting staff morale
- By: Geoff Kirbyson
- April 25, 2008 April 25, 2008
- 12:16
Don’t trash it. When possible, recycle your techno-junk
Your old computer equipment could become hazardous waste. Keep it out of landfills by using a recycling program
- By: donalee Moulton
- April 25, 2008 April 25, 2008
- 12:16
Target marketing: Taking the rifle approach
Identify potential clients in your market and map out a plan to connect with them
- By: George Hartman
- April 25, 2008 April 25, 2008
- 12:15
The rules of engagement
Why do some clients willingly offer referrals, while others don’t? There’s more to it than satisfaction. It depends on whether the client is “engaged”
- By: Maureen Halushak
- April 25, 2008 April 25, 2008
- 12:15
Finding a client’s magic number
How much money will be needed in retirement? There is no simple formula
- By: Dan Richards
- April 25, 2008 April 25, 2008
- 12:08
Eight things to know about clients
Learning children’s names, hobbies can deepen relationships
- By: Monica Joseph-McIntyre
- April 25, 2008 April 25, 2008
- 12:08
Staying on top of the “phishing” threat
Phishers are particularly attracted to the Web sites of financial services companies
- By: Danny Bradbury
- March 31, 2008 March 31, 2008
- 14:50
Cash payments and value often don’t go together
There’s often a significant downside to undocumented services
- By: Rosemary McCracken
- March 31, 2008 March 31, 2008
- 14:50
Widowed mother of two well positioned
Setting up testamentary trusts for young children, appointing trustees and guardians are important steps
- By: Catherine Harris
- March 31, 2008 March 31, 2008
- 14:50
”Two wills can be a nightmare”
Before clients leave Canada, they’ll need to ensure that wills and powers of attorney are up to date.> WILLS. Of course, your client already has…
- By: Rosemary McCracken
- March 31, 2008 March 31, 2008
- 14:50
Communicate with clients about risk
Tools show how stocks outperform bonds and GICs over the long term
- By: Dan Richards
- March 31, 2008 March 31, 2008
- 14:50
A firm, helping hand with the hiring decision
Advisors can benefit from detailed advice on when and how to recruit
- By: George Hartman
- March 31, 2008 March 31, 2008
- 14:50
Lowering health risks, with no downside
Vitamin D, naturally produced through exposure to the sun, is being hailed for its multiple benefits
- By: Laura Bobak
- March 31, 2008 March 31, 2008
- 14:50
Staying connected with clients and family
Ian Cummings has outsourced his administrative functions so he can concentrate on doing what he does best
- By: Kate Betts-Wilmott
- March 31, 2008 March 31, 2008
- 14:50
Is your practice prepared for a disaster?
All firms need a plan to get through events such as a fire, earthquake, hurricane, terrorist attack or other catastrophe
- By: donalee Moulton
- March 31, 2008 March 31, 2008
- 14:50
Be a good conversationalist
Get to know people at weddings and parties, but don’t talk business
- By: Monica Joseph-McIntyre
- March 31, 2008 March 31, 2008
- 14:50
Prepare your clients for ups and downs
A well-executed communication plan means clients aren’t ruffled by short-term market volatility
- By: Clare O’Hara
- March 31, 2008 March 31, 2008
- 14:50
Death in a foreign land
No one wants to think the unthinkable when planning a trip abroad. But your boomer and snowbird clients should face the possibility that they could…
- By: Rosemary McCracken
- March 31, 2008 March 31, 2008
- 14:50
Lessons learned: brands as “face”
Like many people, Darren James thought a company’s brand consisted of little more than a logo and a tag line.Nike Inc., for example, evokes images…
- By: George Hartman
- March 31, 2008 March 31, 2008
- 14:50