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Environment, executive compensation and governance issues highlight the big banks' upcoming proxy season

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Government aims to improve transparency at federally regulated financial institutions


After Covid-19, companies in B.C. will have the option to continue to hold meetings online

The strongest way to start a new client interview

Jim Ruta shares the best question advisors can ask at the start of a new client interview

  • By: Jim Ruta
  • December 20, 2017 October 30, 2019
  • 13:00

The SRO will be conducting routine business, such as electing directors, appointing auditors and considering its financial statements

Mastering the meeting follow-up

Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)

Does your meeting strategy drive clients away?

Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)

Discussing elephant-in-the-room issues with clients

Dan Richards explains how advisors can make it easier for clients to discuss topics that they are worried about but not comfortable raising (Part 6 of 8)

Is your wardrobe costing you clients?

Dan Richards explains three key principles for advisors on how to dress to make meetings effective (Part 5 of 8)

Talking to clients — Green light or red light?

Dan Richards explains how to use the “traffic light principle” to boost clients’ interest and attention during meetings (Part 4 of 8)