With the tough economy leading to layoffs and salary reductions, advisors are increasingly being called upon to offer advice on employment issues. Helping your clients with financial preparations concerning employment changes can instil feelings of greater security and peace of mind. Clients who feel their employment position is insecure may want to set up a […]
Every client contact provides a growth opportunity, so consider adding questions on introductions and referrals
Clients need to be reassured that you have their best interests at heart
Acting in an environmentally responsible fashion not only helps the planet stay healthy, it can also improve your practice
Jim Johnston does not toss water bottles in public parks. The director of environmental sustainability for Bank of Montreal doesn’t even use water bottles. That’s why his colleagues on the bank’s baseball team found it so funny when they caught him throwing an empty one that he had found on the field in the middle […]
Advisors can learn from coaches who succeed at the highest levels of sports
Some advisors say seminars are making a comeback, but with a few timely tweaks; tips to gain control of your inbox
Tie up loose ends and be clear on whether you should be contacted
There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later, a panel of industry experts said on Tuesday.At the Canadian Institute of Financial Planners’ annual national conference in Halifax, speakers said financial planners who adopt a fee-based platform could boost […]
Optimism is a defining characteristic of successful people and it can be learned, according to American psychologist Martin Seligman. One way to help keep you looking on the bright side is to remember three habits of optimists:> when negative events occur, remember that they are temporary, not permanent;> always see setbacks as isolated events rather […]