Delay tapping into nest egg
This year’s federal budget tacked another couple of years onto the maturity date of RRSPs. For 2007 and subsequent calendar years, the conversion age for…
- By: Monica Townson
- October 15, 2007 October 15, 2007
- 14:07
Latest news in Building Your Business
Finding an important needle in a digital haystack
Suppliers are developing tools to help you find files on your computer and on your network
- By: Danny Bradbury
- October 3, 2007 October 3, 2007
- 15:39
Manulife launches notification feed
Similar to FundSERV, the new system promises to centralize data exchange
- By: Clare O’Hara
- October 3, 2007 October 3, 2007
- 15:39
Leveraging a business by borrowing from life policies
The CRA’s “reasonable expectation of profit” rule allows taxpayers to write off interest on loans used to generate business income
- By: Gavin Adamson
- October 3, 2007 October 3, 2007
- 15:39
Phased Retirement
Advisor Terry Colton, 63, has been practising retirement. “I firmly believe if you’re going to be good at something, you really need to practise it,”…
- By: Monica Townson
- October 3, 2007 October 3, 2007
- 15:39
Regular screening can prevent serious illness
Boomers should have regular medical checkups and be screened for various cancers, heart disease and diabetes
- By: Celia Milne
- October 3, 2007 October 3, 2007
- 15:39
Staying connected
Avoiding isolation is an important element of a successful practice, says Teresa Black Hughes, a partner in Vancouver-based Solguard Financial Ltd. and the new chairwoman…
- By: Brian Lewis
- October 3, 2007 October 3, 2007
- 15:39
Tips for a successful newsletter
If you’re planning on using a newsletter to communicate with clients, consider these tips provided by Joanne Ferguson of Advisor Pathways Inc.:> Do a client…
- By: Monica Joseph-McIntyre
- October 3, 2007 October 3, 2007
- 15:39
New chairwoman aims to boost Advocis’s ranks
Advisor Teresa Black Hughes of Vancouver is passionate about what Advocis can do for financial advisors
- By: Brian Lewis
- October 3, 2007 October 3, 2007
- 15:39
Helping clients through difficult transitions
Advisors can provide reasoned analyses of financial issues that will enable clients to make informed decisions
- By: Jade Hemeon
- October 3, 2007 October 3, 2007
- 15:39
All seats up for grabs at a client’s table
The professional from any discipline best qualified to be a client’s “trusted advisor” should get that role
- By: George Hartman
- October 3, 2007 October 3, 2007
- 15:39
Couple urged to sell income trusts, pay off the mortgage
Advisors recommend a diversified portfolio to help meet their retirement needs and their estate planning goal
- By: Catherine Harris
- October 3, 2007 October 3, 2007
- 15:39
When clients seek the Fountain of Youth
Encourage your older clients to pursue health and fitness, not costly skin treatments and wrinkle creams
- By: Rosemary McCracken
- October 3, 2007 October 3, 2007
- 15:39
Lessons learned
Jill Snider thought client segmentation was a way of discriminating against small clients. By answering a few questions, Jill learned that she is already giving…
- By: George Hartman
- October 3, 2007 October 3, 2007
- 15:39
Ensuring clients get the service they deserve
Proper client segmentation means your D clients become A clients to whomever is assigned to serve them
- By: George Hartman
- October 3, 2007 October 3, 2007
- 15:20
Value isn’t everything; it’s the only thing
Price competition will force advisors either to eliminate costs or focus on value
- By: Dan Richards
- October 3, 2007 October 3, 2007
- 15:20
Newsletter keeps you top of mind
Monthly or quarterly, e-mailed or in hard copy, consistency is key to a successful program
- By: Monica Joseph-McIntyre
- October 3, 2007 October 3, 2007
- 15:20
Learn to ask the right questions of prospective clients
The client interview determines client expectations and establishes a trusting relationship
- By: Monica Joseph-McIntyre
- August 29, 2007 August 29, 2007
- 09:51
Generation plans to go out with a bang
From biodegradable coffins to shooting ashes out of cannons, boomers are planning their final exits
- By: Rosemary McCracken
- August 29, 2007 August 29, 2007
- 09:51
Ten principles of privacy
Here are the 10 privacy principles outlined in the federal Personal Information Protection & Electronic Documents Act:> ACCOUNTABILITY. An organization is responsible for personal information…
- By: Gavin Adamson
- August 29, 2007 August 29, 2007
- 09:43
Clients can control their assets from the grave
When Dawn Hawley bought her life insurance policies, she faced a common anxiety: that upon her death, one of her beneficiaries might squander the cash…
- By: Gavin Adamson
- August 29, 2007 August 29, 2007
- 09:43
Onus on dealers, advisors to safeguard client information
Advisors can be vulnerable to complaints of breach of privacy because of the depth of information they collect about clients
- By: Gavin Adamson
- August 29, 2007 August 29, 2007
- 09:43
Back to school: preparing clients for RESP withdrawals
Clients should start considering withdrawal options when their children are deciding whether to pursue higher education
- By: Clare O’Hara
- August 29, 2007 August 29, 2007
- 09:43
Laugh away the negative effects of stress
Laughter exercises muscles, increases lung capacity and stimulates the cardiovascular, endocrine, digestive and immune systems
- By: Jade Hemeon
- August 28, 2007 August 28, 2007
- 15:32
Six steps to a more ideal book
Your book of clients may never be perfect, but there are steps you can take to ensure your client roster is filled with the kind…
- By: Wendy Cuthbert
- August 28, 2007 August 28, 2007
- 15:32