What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
Latest news in Client Communications
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:22
Advisors need to help clients find purpose in retirement
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
- By: Daniel Calabretta
- September 9, 2022 September 9, 2022
- 11:04
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
- By: Rudy Mezzetta
- August 10, 2022 August 11, 2022
- 11:59
How to stay the course in tough markets
Diversification, planning and time are an advisor’s best friends when volatility strikes
- By: Allan Janssen
- June 21, 2022 June 17, 2022
- 09:00
How to talk to clients about debt
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
- By: Daniel Calabretta
- June 10, 2022 June 8, 2022
- 13:00
How to reassure clients about cybersecurity
Preparing a security guide for clients is a best practice, says an IT expert
- By: Danny Bradbury
- March 22, 2022 March 22, 2022
- 08:00
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
- By: Michelle Schriver
- November 26, 2021 November 26, 2021
- 14:44
How to manage ethical dilemmas
An expert panel urged advisors to strictly adhere to a code of ethics
- By: Michelle Schriver
- October 19, 2021 October 19, 2021
- 16:08
Losses in the time of Covid-19: Part 2
Help your business-owner clients who are disputing a tax loss with the CRA
- By: Marco Iampieri
- June 2, 2021 June 2, 2021
- 15:30
Losses in the time of Covid-19: Part 1
Help your business-owner clients who experienced a loss last year
- By: Marco Iampieri
- April 15, 2021 April 15, 2021
- 15:00
You’ve got mail
How to create a great e-newsletter for your clients
- By: Brooke Smith
- April 12, 2021 April 14, 2021
- 16:18
The pandemic could affect when and how clients divorce
Lawyers explain the factors around choosing valuation dates for assets
- By: Michelle Schriver
- June 30, 2020 June 30, 2020
- 13:25
Is now the time to review clients’ risk tolerance?
Performing the know-your-client process during a pandemic has both pros and cons
- By: Mark Burgess
- May 8, 2020 May 7, 2020
- 09:00
Advisors turning to webinars to educate clients
Online education also provides opportunity for prospecting
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:28
Tips for video-conferencing with clients
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
- By: Greg Dalgetty
- March 31, 2020 March 31, 2020
- 11:13
Mummification or being launched into space? Burial options for your client
A report looks at options ranging from plastination to being planted as a tree
- By: Maddie Johnson
- January 14, 2020 January 14, 2020
- 16:07
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
- By: Michelle Schriver
- November 13, 2019 November 17, 2019
- 16:42
How to give advice that sticks
Knowing your client’s mindset — and your own — can help you tailor advice
- By: Greg Dalgetty
- October 2, 2019 November 17, 2019
- 15:13
Tech Tips: Tax software for your clients
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
- By: Danny Bradbury
- April 5, 2019 November 17, 2019
- 10:07
Your clients should feel valued
Clients often feel unimportant because of advisors' failure to manage the experience
- By: Dan Richards
- March 8, 2019 November 17, 2019
- 15:12
Help clients identify as investors
investors are more likely to say they understand the risks and benefits of their current investments
- By: IE Staff
- January 24, 2019 November 17, 2019
- 15:00
CFIB finds Service Canada call centres lacking
A study gave the service small business owners receive a B-
- By: IE Staff
- January 8, 2019 November 17, 2019
- 12:16
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: donalee Moulton
- November 23, 2018 November 17, 2019
- 00:12