Taking the long, long, long view
Clients may need some persuading to invest with James O’Shaughnessy’s 20-year perspective
- By: George Hartman
- June 2, 2006 June 2, 2006
- 10:48
Latest news in Building Your Business
Handsets can help during summer holidays
Choosing the right smartphone is important if you want to be as connected at the lake as you are in the office
- By: Danny Bradbury
- June 2, 2006 June 2, 2006
- 10:48
Do you keep in touch or close the office?
Everyone needs a vacation, but every advisor has a different solution to the summer holiday dilemma
- By: Gavin Adamson
- June 2, 2006 June 2, 2006
- 10:48
Offering support following a client’s medical crisis
Rehabilitation period can provide opportunity for advisor and family to develop living arrangements for an elderly client
- By: Rosemary McCracken
- June 2, 2006 June 2, 2006
- 10:48
Approach critical in landing your target market
Doctors didn’t respond well to financial planner’s campaign of direct mail, seminars and dropping by unannounced
- By: George Hartman
- June 2, 2006 June 2, 2006
- 10:48
Only an Internet link away from your work
Gain access to your office, home or laptop computer from anywhere in the world using one these software programs
- By: Glenn Flanagan
- June 2, 2006 June 2, 2006
- 10:48
Helping couples survive divorce
With accreditation, advisors can assist divorcing couples — and develop a new business niche
- By: Gordon Powers
- June 2, 2006 June 2, 2006
- 10:48
Dry eye sufferers don’t need to cry about it
Artificial tears and proper cleansing can help ease symptoms that are often caused by the office environment
- By: Lara Hertel
- June 2, 2006 June 2, 2006
- 10:48
How to be a good talk show guest
Deliver a clear message, be well prepared, speak in a warm tone of voice
- By: Monica Joseph-McIntyre
- June 2, 2006 June 2, 2006
- 10:48
Sons take a page from father’s training book
When Don and Rick Page joined their father’s firm, their training included learning Dad’s eight-step wealth-enhancement program
- By: Ken Mark
- June 2, 2006 June 2, 2006
- 10:48
New media
From electronic business cards to podcasts — the new ways to reach your clients and prospects
- By: Jim Middlemiss
- June 2, 2006 June 2, 2006
- 10:48
Alberta trust takes advantage of province’s low tax rate
But before implementing this strategy, be certain your client will be able to comply with all of the restrictions involved
- By: Stewart Lewis
- June 2, 2006 June 2, 2006
- 10:48
Efficiency experts LOL at how people handle e-mail
The cardinal rule is that all e-mail should be cleared out of your inbox by the end of the day
- By: Geoff Kirbyson
- May 4, 2006 January 21, 2018
- 08:10
Black gold pours into Fort McMurray’s economy
Not enough advisors in Alberta city in which unsophisticated investors make high incomes — matched only by the high cost of living
- By: Maureen Halushak
- May 4, 2006 May 4, 2006
- 08:10
Payment may be denied if insured lied about smoking
Cigars are the grey area — allowance may be made on some policies for a non-smoker who smokes a cigar on special occasions
- By: Stewart Lewis
- May 4, 2006 May 4, 2006
- 08:10
Learning to fill the generation gap
As older advisors retire, younger advisors will need to learn the subtleties of serving older clients
- By: Rosemary McCracken
- May 4, 2006 May 4, 2006
- 08:10
Caution flags needed on in-trust accounts
While clients see income and tax benefits for their children and themselves, tax experts see too many bumps in the road
- By: Stewart Lewis
- May 4, 2006 May 4, 2006
- 08:10
Tread carefully when helping couples plan
Undisclosed debt, total family income and whether to leave children an inheritance can be minefields
- By: Wendy Cuthbert
- May 4, 2006 May 4, 2006
- 08:10
Start with passion and perseverance
It may take more than three years for a prospect to become a client, Doug Lachance writes
- By: George Hartman
- May 4, 2006 May 4, 2006
- 08:10
Spring cleaning for your computer
Computers will perform thousands of tasks day and night, as long as you keep them uncluttered
- By: Glenn Flanagan
- May 4, 2006 May 4, 2006
- 08:10
Psychologically healthy workplaces pay off — for everyone
A company improves when employees believe in their company, their work and their own capabilities
- By: donalee Moulton
- May 3, 2006 May 3, 2006
- 13:17
Simple credo serves advisor for 45 years
Knowing his product and his clients, and serving his profession, has allowed him to change with the times
- By: Stewart Lewis
- May 3, 2006 May 3, 2006
- 11:55
Retirement blues
Only 12% of financial advisors have a succession plan. And while most view their book as a nest egg for their golden years, they are…
- By: Lara Hertel
- May 3, 2006 May 3, 2006
- 11:01
Put golf in your bag of business tools
Don’t cast a shadow on your client’s ball, get to the first tee on time and brush up on cart etiquette
- By: Grant McIntyre
- May 3, 2006 May 3, 2006
- 11:01
Advisor frazzled by perceived lack of support
Barriers to success fall after team members’ responsibilities are matched with each person’s “mental horsepower”
- By: George Hartman
- May 3, 2006 May 3, 2006
- 11:00