Budget changes may mean tweaking client plans
Extending RRSP conversion age and phased retirement could alter your older clients’ financial plans
- By: Monica Townson
- August 28, 2007 August 28, 2007
- 15:32
Latest news in Building Your Business
Book starts you thinking of your retirement plan
Authors map out models that will help clients — and you — plan for a satisfactory retirement
- By: George Hartman
- August 28, 2007 August 28, 2007
- 15:32
Applying your knowledge
Geoff Michie believes networking and education are two key aspects to building your business. How you use that knowledge is equally important. “It is your…
- By: Clare O’Hara
- August 28, 2007 August 28, 2007
- 15:32
Geoff Michie builds his new business from scratch
At the age of 51, he left a management position to become an advisor. He wanted to be closer to his community and his clients
- By: Clare O’Hara
- August 28, 2007 August 28, 2007
- 15:32
It pays to be a specialist
By specializing in a narrowly defined client niche, you can gain a competitive advantage as a financial advisor. And as you gain superior knowledge of…
- By: Jade Hemeon
- August 28, 2007 August 28, 2007
- 15:05
Make sure employees share your priorities
If staff members aren’t performing up to standard, they may not understand what’s important to your business
- By: George Hartman
- August 28, 2007 August 28, 2007
- 15:05
How to refine the profile of your ideal client
Look at your top clients, look at your least favourite ones, know what makes a deal-breaker and don’t make exceptions
- By: Wendy Cuthbert
- August 28, 2007 August 28, 2007
- 15:05
Gird yourself for price competition
It’s just a matter of time before Canadian players cut prices to build market share
- By: Dan Richards
- August 28, 2007 August 28, 2007
- 15:05
Mental wordplay can help you recall names
Association is key to remembering: Tom becomes a tom-tom, Barbara is barbed wire and Nancy is fancy — whatever works
- By: Monica Joseph-McIntyre
- July 31, 2007 July 31, 2007
- 11:12
Your boomer clients are not all alike
They are an influential market segment, but many boomers face financial uncertainty and will need your help
- By: Rosemary McCracken
- July 31, 2007 July 31, 2007
- 11:12
Building a brand for yourself
When Andrew Pyle’s rookie training program instructor asked the class how much they intended to spend on marketing, he was surprised by some of the…
- By: Lara Hertel
- July 31, 2007 July 31, 2007
- 11:12
Firing a client is never easy — but it must be done properly
Deliver the news in person, be diplomatic and be prepared; consider what questions the client might have
- By: donalee Moulton
- July 31, 2007 July 31, 2007
- 11:12
Perfecting the meet and greet
In multicultural Can–ada, it’s not uncommon for advisors to meet and interact with people from all over the world. But each culture has its own…
- By: Monica Joseph-McIntyre
- July 31, 2007 July 31, 2007
- 11:12
Dental hygiene a factor in preventing heart attacks
Studies suggest a connection between gum disease and heart attacks; oral bacteria can attach themselves to blood vessels
- By: Celia Milne
- July 31, 2007 July 31, 2007
- 10:58
It’s not all about lawyers and doctors and dentists
While it may be tempting to chase the traditional professionals with big paycheques when going after the young Canadian market, there’s an untapped area for…
- By: Wendy Cuthbert
- July 31, 2007 July 31, 2007
- 10:58
Former Bay Street economist now a Main Street advisor
Andrew Pyle traded in his 68th-floor Toronto office for a career as a small-city, fee-based planner
- By: Lara Hertel
- July 31, 2007 July 31, 2007
- 10:58
A useful guide to “RRSPs on steroids”
At one point in my ca- reer, I worked alongside an actuary, who astounded me with his range of knowledge. He could contribute to virtually…
- By: George Hartman
- July 31, 2007 July 31, 2007
- 10:58
They’re wired, and they actually like their parents
Just what defines North American 20- and 30-somethings? The first thing that comes to mind is their reliance on the wired world. “This is the…
- By: Wendy Cuthbert
- July 31, 2007 July 31, 2007
- 10:58
Courting the iPod generation
Bradley Roulston speaks regu-larly to graduating classes at post-secondary institutions. The advisor and founder of Roulston Financial Group, which has offices in Toronto and Vancouver,…
- By: Wendy Cuthbert
- July 31, 2007 July 31, 2007
- 10:34
Lessons learned
Lorne was demoralized because he thought he was losing his touch as a “salesman.” In the past, he had found that a simple sales approach,…
- By: George Hartman
- July 31, 2007 July 31, 2007
- 10:34
Stop selling and start offering solutions
This case study is based on the situation of a client of the Covenant Group. Names and details have been changed to preserve privacy. It…
- By: George Hartman
- July 31, 2007 July 31, 2007
- 10:34
It’s not about the food
Navigating a business dinner is an exercise in etiquette
- By: Monica Joseph-McIntyre
- July 31, 2007 July 31, 2007
- 10:34
A series of unfortunate events
How airlines respond to delays provides an object lesson in customer service
- By: Dan Richards
- July 31, 2007 July 31, 2007
- 10:34
Diet and exercise key to preventing diabetes
You’ve heard it again and again: diabetes is on the rise in Canada. So, are you at risk? If you carry excess weight and work…
- By: Celia Milne
- July 3, 2007 July 3, 2007
- 11:59
Preparing the kids to make it on their own
One in three young adults are living with their parents; early education can promote financial independence
- By: Rosemary McCracken
- July 3, 2007 July 3, 2007
- 11:59