With many clients moving from the asset-accumulation stage of life to living off the income from those assets, one question comes sharply into focus: will…
Advisor Brian Himmelman of Halifax says building trust among clients is key to establishing a successful financial advisory business in today’s market.“Credibility is an issue.…
As advisors and clients rush to embrace the Web, so do hackers. Take steps to ensure your site is secure
Good communication is crucial to any business relationship. In conversations with clients — face to face or over the telephone — listening is as important…
Print on both sides of a sheet of paper, replace incandescent bulbs, repair leaky taps, use reusable mugs in office kitchen
When meeting with a client, it’s important to show that you are listening. Michael Garska, president of Novacom International/Success Tool Chest, a leadership program in…
Halifax advisor chose an advice-based business over a transactional practice
Keith Thomson, a partner and financial planner with Stonegate Private Counsel LP in Toronto, has found his most appreciated client appreciation effort is actually not…
From venue to menu, there are a lot of details to take care of when planning an event, and often an event planner can be…
The key to successful client appreciation is to customize and individualize your message to each client
Focusing your practice on a specific client base can make you a market leader
Whether it’s a few days or a few weeks, inform your clients and empower your team
Once you’ve decided to let a staff member go, act sooner rather than later, and prepare an exit checklist
Ensure that your clients who own small businesses are ready to make a safe transition to retirement
Spend some time relaxing and reflecting this summer with these classics and books destined to be classics
Provide options to change type size, offer audio clips and provide descriptive audio text for any images
Stew Gavin’s advisory business, with a client list made up mostly of NHL players, is certainly different than most. How many advisors can say their…
When an advisor mentions “succession,” what some clients hear is “death,” cautions Grant Robinson, a director at the SuccessCare Program in Guelph, Ont., which offers…
Members of your team may be caring for elderly parents. Let them know that you recognize what they’re coping with. You may also consider making…
Study shows people who cut back the amount of salt in their diet reduce their risk of heart disease
And even if you don’t plan to buy or sell, this book holds valuable information for your business
Help your boomer clients meet their new responsibilities — looking after mom and dad
Insurance advisor not permitted to claim trip with girlfriend, apartment expenses or life insurance premiums as tax deductions
The future of financial advising is in knowing all about the niche you serve
Univeris expands its wealth management program to include an insurance component