Canadians with a plan save more, live well, and are more content
New CICA book offers advice for common financial challenges
Understanding why a client of a certain generation is making a particular decision can be helpful to advisors
Discussions with clients should not be a one-way street: let them know their views are important to you
Frame your presentation as a roadmap to success
There’s more to knowing your clients than checking off boxes
Bill would preventing anyone who is not a qualified financial planner or financial advisor from using those titles
Many women say they don’t have the time or the knowledge to manage their investments
Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients in our era of cultural diversity. Laroche explains why advisors should pay attention to differences in risk aversion, English proficiency and soft skills. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
FPSC study reveals the many excuses for not having a financial plan