”Buy that expertise”
Ian Cummings, an advisor with Investment Planning Counsel, has built a business model in which he outsources everything but his advice.“An advisor has the choice…
- By: Kate Betts-Wilmott
- March 31, 2008 March 31, 2008
- 14:50
Latest news in Building Your Business
Plan to increase productivity
Eliminate clutter, set a schedule and prioritize tasks
- By: Monica Joseph-McIntyre
- March 31, 2008 March 31, 2008
- 14:50
There’s more to a brand than a logo
As a financial advisor, you should have a brand that reflects what clients can expect from you
- By: George Hartman
- March 31, 2008 March 31, 2008
- 14:50
How to move to a client-focused practice
Most advisors know it is a key to success, but don’t know how to make the transition
- By: Wendy Cuthbert
- March 31, 2008 March 31, 2008
- 14:50
Business owners should restructure affairs
This couple’s retirement income and education costs for their children are not adequately provided for right now
- By: Catherine Harris
- March 4, 2008 March 4, 2008
- 11:10
Make team meetings productive
Use an agenda and keep weekly meetings short
- By: Monica Joseph-McIntyre
- March 4, 2008 March 4, 2008
- 11:10
Employees with disabilities can be top performers
Reflecting diversity in the community makes business sense; accommodations can be inexpensive
- By: Geoff Kirbyson
- March 4, 2008 March 4, 2008
- 11:10
Lessons learned: Finger on the pulse
Roberta Quentin believed her clients were generally satisfied with the level of service they received from her. But there was no evidence — beyond the…
- By: George Hartman
- March 4, 2008 March 4, 2008
- 10:35
Who’s the boss, you or your e-mail?
An overloaded inbox can lead to wasted time and lost messages. Here are some tools to help you organize your e-mail
- By: Danny Bradbury
- March 4, 2008 March 4, 2008
- 10:35
Retiring In The Red
It used to be that debt and retirement were considered incompatible. How could anyone enjoy their golden years while being in the red financially? Yet,…
- By: Wendy Cuthbert
- March 4, 2008 March 4, 2008
- 10:35
Bankruptcy: The last resort is becoming more accessible
Thanks to a change in legislation, the choice of whether or not to declare bankruptcy to get rid debt in retirement has become a lot…
- By: Wendy Cuthbert
- March 4, 2008 March 4, 2008
- 10:35
A solid addition to the retirement canon
Sherry Cooper serves up lots of opinions with her sound recommendations
- By: George Hartman
- March 4, 2008 March 4, 2008
- 10:35
Sun, sand — and a tummy tuck
Travelling outside North America for medical procedures is becoming increasingly popular
- By: Rosemary McCracken
- March 4, 2008 March 4, 2008
- 10:35
Bereavement takes time and understanding
When a loved one dies, go through the grieving cycle at your own pace, say experts
- By: Clare O’Hara
- March 4, 2008 March 4, 2008
- 10:35
Helping the families of people with disabilities
Graeme Treeby helps parents set up Henson trusts for disabled children so they won’t lose provincial benefits
- By: Laura Bobak
- March 4, 2008 March 4, 2008
- 10:35
Targeting women clients takes special skills
Understanding the unique characteristics of women and their circumstances is key
- By: Beth Marlin
- March 4, 2008 March 4, 2008
- 10:35
Show your clients that you care
An approach tailored to the individual is the most effective
- By: Dan Richards
- March 4, 2008 March 4, 2008
- 10:35
Group sales require knowledge, high service level
Even small businesses can become lucrative clients; partnering with an experienced group benefits advisor is a good way to start
- By: Gavin Adamson
- March 4, 2008 March 4, 2008
- 10:35
Wow your clients with a service-level agreement
Document ensures you’re meeting expectations, opens lines of communication and paves the way for referrals
- By: George Hartman
- March 4, 2008 March 4, 2008
- 10:35
The ins and outs of a Henson trust
The key difference between a regular trust and an absolute discretionary trust — or Henson trust, as it is often called — is ownership, says…
- By: Laura Bobak
- March 4, 2008 March 4, 2008
- 10:35
Good advice means knowing your clients’ spending habits
High-income earners may be spending all their money and not accumulating any wealth. How to spot them
- By: Wendy Cuthbert
- February 20, 2008 February 20, 2008
- 10:33
BRIC billionaires become a global force
But instability in emerging economies could follow if the wealth is not shared to create growth in the middle class
- By: Paul Webster
- February 20, 2008 February 20, 2008
- 10:33
The power of personal relationships
Getting and keeping high net-worth clients requires a special kind of care
- By: Rudy Mezzetta
- February 20, 2008 February 20, 2008
- 10:33
Getting cash out of the family home
The “house rich” can monetize their equity — but not without risk or debt
- By: Ann MacAulay
- February 20, 2008 February 20, 2008
- 10:33
The rapidly rising cost of luxury goods
Demand for über-expensive indulgences has never been higher
- By: Wendy Cuthbert
- February 20, 2008 February 20, 2008
- 10:33