Clients can form strong ties to certain equities for a variety of reasons, from professional experience to respect for a deceased spouse. Your job is to find ways around those attachments when the investment no longer makes sense
List reports increase in CFP numbers, more momentum for recognizing financial planning as a profession
The Financial Planning Foundation is now getting support from the Institut québécois de planification financiére
Majority of Canadians would make changes to life’s financial decisions, despite widespread satisfaction
Industry groups supportive of formal recognition of financial planning as a profession
Survey finds most Canadians feel comfortable talking about household finances and investments with spouses
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
Canada’s Sandra Mews named first place winner from the Americas
A couple who retired early, based on advice from insurance advisors they later claimed was flawed, have lost their lawsuit
Extra attention to discovery and goal setting boosts client retention