The professional business environment
A home-based practice can be economical, but for this advisor it was time to move up to a “real” office
- By: George Hartman
- January 3, 2008 January 3, 2008
- 15:44
Latest news in Building Your Business
Make the most of a meeting
A written agenda helps you and your client clarify goals
- By: Monica Joseph-McIntyre
- January 3, 2008 January 3, 2008
- 15:44
Blinded by the boomers
Although many financial advisors have hitched their wagons to prosperous baby-boomer clients, there could be busi-ness opportunities ripe for the picking by shaking the branches…
- By: Jade Hemeon
- January 3, 2008 January 3, 2008
- 15:44
The shifting landscape of advisor compensation
As advisors move to asset-based or hourly fees, commissions remain popular
- By: Wendy Cuthbert
- January 3, 2008 January 3, 2008
- 15:44
How to form an effective alliance
Book details methods of creating and sustaining profitable relationships with other professionals
- By: George Hartman
- January 3, 2008 January 3, 2008
- 15:44
Depression is common and debilitating — but treatable
The sooner you recognize the symptoms and seek treatment, the less you’ll suffer, say experts
- By: Celia Milne
- January 3, 2008 January 3, 2008
- 15:44
How to say “thanks” for the referral
Gifts should be personal but not necessarily expensive
- By: Monica Joseph-McIntyre
- December 6, 2007 December 6, 2007
- 10:12
Encourage clients to speak up
Patti Shannon, a portfolio manager at McLean & Partners Wealth Management Ltd. in Calgary, believes putting clients at ease is the key to a successful…
- By: Rachel Betts-Wilmott
- December 6, 2007 December 6, 2007
- 10:12
Yearend tips to save clients money
Capital losses and business expenses should be incurred by Dec. 31
- By: Ann MacAulay
- December 6, 2007 December 6, 2007
- 10:12
Working with the road warriors on your team
Web collaboration tools allow you to work with advisors at other branches or with your network of business professionals
- By: Danny Bradbury
- December 6, 2007 December 6, 2007
- 10:12
Lessons learned:
Joel decided that he could achieve a 60% increase in sales over the next 12 months. He had, after all, made an impressive 66% improvement…
- By: George Hartman
- December 6, 2007 December 6, 2007
- 10:12
Managing risk for nervous clients
A range of products offer principal protection, but at a cost
- By: Gordon Powers
- December 6, 2007 December 6, 2007
- 10:12
Secrets of successful multi-generational families
Families that nurture their human assets survive and prosper into the future
- By: George Hartman
- December 6, 2007 December 6, 2007
- 10:12
Talkin’ about four generations
Older workers need to adapt to the changing face of the workplace, which now consists of a range of attitudes
- By: Rosemary McCracken
- December 6, 2007 December 6, 2007
- 10:12
Avoid the perils of serving the mentally incapacitated
Financial advisors are often on the front lines when a client becomes incapable of acting in their own interests
- By: Gavin Adamson
- December 6, 2007 December 6, 2007
- 10:12
Taming Time
Two years ago, Sylvain Brise-Bois’ financial planning practice was out of control. “We were having meetings all the time, we had piles of things to…
- By: Maureen Halushak
- December 6, 2007 December 6, 2007
- 10:12
Time-management checklist
“We all fool ourselves into thinking we’re more efficient than we really are,” says Julie Littlechild, president of Advisor Impact Inc. Her firm has developed…
- By: Maureen Halushak
- December 6, 2007 December 6, 2007
- 10:12
Investment returns pivotal to blended family
With five dependent children, this couple can’t take undue risk and should insure against illness or death
- By: Catherine Harris
- December 6, 2007 December 6, 2007
- 10:12
Advisor says her success is due to her supporting players
At home, at the office and in sports, Calgary’s Patti Shannon knows the value of teamwork
- By: Rachel Betts-Wilmott
- December 6, 2007 December 6, 2007
- 10:12
Making the switch from burgers to beans
Becoming a vegetarian takes some effort, but it can pay off in better long-term health
- By: Celia Milne
- December 6, 2007 December 6, 2007
- 10:12
Turn a prospect into a client
Three-meeting process puts prospective clients at ease
- By: Monica Joseph-McIntyre
- December 6, 2007 December 6, 2007
- 09:31
Use surveys to measure satisfaction
It’s not enough that you’re delivering value; clients have to see it
- By: Dan Richards
- December 6, 2007 December 6, 2007
- 09:31
Take charge of the growth of your business
Setting a goal is more than wishing and believing; it means controlling how the growth will take place
- By: George Hartman
- December 6, 2007 December 6, 2007
- 09:31
Accelerate clients’ RRIF withdrawals, experts say
Deferring withdrawals could stick clients with “huge chunk” of taxable income when they reach their 70s
- By: Geoff Kirbyson
- November 12, 2007 November 12, 2007
- 13:27
Offering a client peace of mind
Creditor-proof segregated funds can benefit clients at risk of being sued; and the step-up option protects against bad markets
- By: Gavin Adamson
- November 12, 2007 November 12, 2007
- 13:27