A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 November 6, 2019
- 00:05
Latest news in Practice Management
Tech Tips: Get your email under control
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
- By: Danny Bradbury
- October 26, 2018 November 6, 2019
- 00:04
Echelon Wealth appoints chief client officer
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
- By: Anne-Marie Vettorel
- October 2, 2018 October 30, 2019
- 14:00
Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
- By: James Langton
- September 21, 2018 October 30, 2019
- 12:27
Four ways to effect change
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…
- By: Dan Richards
- September 21, 2018 November 6, 2019
- 00:13
Tech Tips: Can you ditch your laptop?
Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…
- By: Danny Bradbury
- September 21, 2018 November 6, 2019
- 00:11
Following your own advice
After decades of helping clients plan for retirement, do you have a plan of your own?
- By: Dwarka Lakhan
- August 24, 2018 November 6, 2019
- 00:05
A quest for knowledge
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
- By: donalee Moulton
- August 24, 2018 November 6, 2019
- 00:03
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
- By: Leah Golob
- June 14, 2018 October 30, 2019
- 07:00
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 October 30, 2019
- 15:56
Moving on up
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…
- By: Megan Harman
- June 1, 2018 November 6, 2019
- 00:05
Tech Tips: Keep your passwords safe
Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…
- By: Danny Bradbury
- June 1, 2018 November 6, 2019
- 00:03
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 October 30, 2019
- 15:23
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 October 30, 2019
- 14:45
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 October 30, 2019
- 15:15
Learnedly launches ETF course for mutual fund reps
The proficiency course follows requirements set out by the MFDA
- By: Leah Golob
- April 4, 2018 October 30, 2019
- 12:50
Tech Tips: Roam, without getting robbed
Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…
- By: Danny Bradbury
- March 1, 2018 November 6, 2019
- 00:10
Tech Tips: The tech-savvy office
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
- By: Danny Bradbury
- February 15, 2018 November 9, 2019
- 00:10
Cybersecurity breaches prove costly
Study estimates 41% of Canadian companies had sensitive data exposed last year
- By: The Canadian Press
- February 8, 2018 October 30, 2019
- 13:30
The letters after your name
From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide…
- By: Wendy Cuthbert
- February 5, 2018 November 6, 2019
- 00:12
Overcoming the Big Five challenges
Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology
- By: George Hartman
- February 5, 2018 November 6, 2019
- 00:11
Expanding your business with centres of influence
Building a strong referral network can be beneficial for all parties involved
- By: Leah Golob
- January 31, 2018 November 9, 2019
- 10:31
The power of prospecting
Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice
- By: Leah Golob
- January 30, 2018 November 9, 2019
- 10:15
Develop your unique value proposition
Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach
- By: Leah Golob
- January 29, 2018 November 9, 2019
- 11:35
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