Canadians who spend extended periods in the U.S. or own U.S. property may find this guide to be a valuable resource when it comes to avoiding the wrong side of the tax authorities
Established advisors are finding that the methods they used to build their businesses in the past, such as seminars, are not as effective as they once were. Today's environment requires creative use of "inbound" and "content" marketing
George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Two advisors tell how they built a US$1.6-billion practice in 20 years
In order to appreciate the full worth that a client brings to your business, consider 10 years' worth of revenue, then add the lifetime value of all the clients he or she has referred to you
An advisor sees his assets shrinking as his aging clients begin drawing down on their investments. For the first time in years, he needs to start actively seeking new clients - but doesn't want to look desperate
A new book from Talbot Stevens tackles the different types of debt that clients take on. The theme is explored in a folksy, storytelling approach that drives home his message
The days of the "funnel"approach to business development are long gone. Today's top advisors are selective of the prospects they place in their pipelines, and these advisors work diligently to demonstrate their value to these prospects
Daniel Collison's tome offers the critical education that advisors need to build and sustain a successful business. Don't be put off by this book's heft, as it fills the role of "syllabus on steroids"
Although you should always seek independent legal advice before entering into anything as important as a succession agreement, here are some guidelines for the kind of information that should be included