Help your clients learn from this pandemic to prepare for any future personal emergencies
The financial planning profession needs to ensure all Canadians have access to the advice they need
How to help clients through financial downturns
What your clients really need is for you to hear them, but how do you do that?
How to help clients avoid panic and stay focused on the long term
A home office environment shouldn’t mean you’re working 24/7
Take the time to help your clients become more financially literate. It’s worth it — for you and for them.
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