Using technology to augment your practice can help strengthen your relationships with clients
Segmenting your book can help you serve clients better
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations
Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business
Tips on how advisors can best serve millennials and seniors
Knowing your client’s mindset — and your own — can help you tailor advice
Advisors can build trust with clients by explaining fees
Financial advisors can build deeper connections with clients by using active listening skills
Canadian household debt levels have long been a concern for the Bank of Canada. They should be a priority for financial advisors too. The central bank has been worried about household indebtedness for some time. Yet, amid growing household wealth and a robust job market, borrowing has yet to cause real problems for the economy. […]
Situations become complicated when couples aren’t on the same page about their goals