But the full-service platform continues to make headway, with more firms adding a securities arm
For years, you have been told by coaches and consultants that the rule of referrals is: ask and you shall receive. Or at least, you won’t receive if you don’t ask. But new research from Toronto-based Advisor Impact Inc. suggests that this is not necessarily true. Asking apparently has little or no bearing on the […]
Why do some clients willingly offer referrals, while others don’t? There’s more to it than satisfaction. It depends on whether the client is “engaged”
Although a wealth of opportunities and increasingly fewer obstacles exist, there are still many sacrifices that have to be made
There’s more to knowing your clients than asset levels and risk tolerance; personality determines the ideal relationship style
Two years ago, Sylvain Brise-Bois’ financial planning practice was out of control. “We were having meetings all the time, we had piles of things to do and I never got to my monthly client calls,” says the wealth advisor with BMO Nesbitt Burns Ltd.’s private client division in Ottawa. At the time, Brisebois’ four-person team […]
“We all fool ourselves into thinking we’re more efficient than we really are,” says Julie Littlechild, president of Advisor Impact Inc. Her firm has developed a time-management self-assessment checklist that can help you identify areas in which you can improve overall efficiency. The list below is only a small sample from the Advisor Impact tool. […]
Tax rate cuts, tax credit hikes and increased tax brackets should be welcome
Among the items the CRA wants to scrutinize carefully are RRSP contributions and charitable donations
Bankers well positioned to rival planners as one-stop financial services providers