Helping clients impose order on their cash flow is crucial when it comes to helping them achieve their life goals
Only 30% of Canadian women are satisfied with the services provided by their advisors
Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"
Success rate drops sharply if real returns decline
Whether married or living common-law, clients in same-sex relationships face financial planning challenges. Understanding the financial and legal issues, as well as the personal nuances, is key to providing value to these clients
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