How client segmentation can destroy your brand
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
- By: Jim Ruta
- September 26, 2017 October 30, 2019
- 14:25
Latest news in Practice Management
Tax penalties and how to apply for relief
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 24, 2017 November 9, 2019
- 11:58
Female clients need special treatment: report
Women will soon control almost half of Canadian assets, and require tailored advice
- By: Leah Golob
- September 22, 2017 October 30, 2019
- 10:35
Staying clear of tax mistakes and penalties
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 17, 2017 November 9, 2019
- 17:00
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 10, 2017 November 9, 2019
- 17:30
CRA audits: Risks, pitfalls and tips
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…
- By: Dan Richards, Adrienne Woodyard
- September 4, 2017 November 9, 2019
- 18:00
Advisors, put your smartphone away
Dan Richards shares research on how advisors can boost productivity by putting away their smartphones
- By: Dan Richards
- August 29, 2017 October 30, 2019
- 08:50
Dealing with conflict at the office
Resolving disputes positively can improve self-respect among staff
- By: Leah Golob
- August 23, 2017 October 30, 2019
- 13:20
Taking a mobile first mindset
Dan Richards discusses how more consumers are using smartphones as their primary device to go online
- By: Dan Richards
- August 20, 2017 October 30, 2019
- 18:00
The prime appointment time most advisors forget
Jim Ruta explains that many advisors have forgotten that meeting prospects for lunch yields optimal results
- By: Jim Ruta
- August 15, 2017 October 30, 2019
- 18:45
Why we’re all in the data management business
Dan Richards explains how data management can help you improve your online communication strategies to ensure that they’re “tailored, relevant and timely” to your clients
- By: Dan Richards
- August 13, 2017 October 30, 2019
- 12:45
Four character traits of business icons
Jim Ruta explains the four essential character traits of people who excel in business
- By: Jim Ruta
- August 9, 2017 October 30, 2019
- 19:45
Making “test and try” your mantra
Dan Richards explains how a "test and try" mindset can accelerate new initiatives and put "agile development" to work in your business
- By: Dan Richards
- August 7, 2017 October 30, 2019
- 12:00
How to be seamlessly indispensable
Dan Richards explains the process of identifying your clients’ pain points and how to address them by delivering indispensable service
- By: Dan Richards
- August 1, 2017 October 30, 2019
- 09:30
Five ways you could be over-prospecting
Jim Ruta explains that it's essential for advisors to avoid these five over-prospecting mistakes
- By: Jim Ruta
- July 26, 2017 October 30, 2019
- 08:00
Why speed and convenience need to be part of your value proposition
- By: Dan Richards
- July 24, 2017 October 30, 2019
- 05:00
Why you need a “Project Forever”
Jim Ruta explains a business building tip from a young advisor who averages 150 insurance cases or more a year
- By: Jim Ruta
- July 19, 2017 October 30, 2019
- 05:00
Capacity and clients: Understanding the Ontario Substitute Decisions Act
Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
- By: Dan Richards, Matthew Urback
- July 17, 2017 November 9, 2019
- 11:57
Three keys to a successful prospecting call
Jim Ruta provides three tips on how to get effective results when calling prospective clients
- By: Jim Ruta
- July 12, 2017 October 30, 2019
- 05:00
Estate disputes: Protect your practice from litigation
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
- By: Dan Richards, Matthew Urback
- July 10, 2017 November 9, 2019
- 05:30
Generating A-list referrals
Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals
- By: Jim Ruta
- July 5, 2017 October 30, 2019
- 10:00
The top two reasons wills are challenged
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
- By: Dan Richards, Matthew Urback
- July 3, 2017 November 9, 2019
- 07:20
Five ways to conquer call reluctance
Jim Ruta gives five warm-up tips for conquering the reluctance to make phone calls
- By: Jim Ruta
- June 27, 2017 October 30, 2019
- 12:50
Protect your practice from client poaching
Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention
- By: Jim Ruta
- June 20, 2017 October 30, 2019
- 11:30
Running a financial advisory practice from your home
Set boundaries and ensure business-related information is secure
- By: Leah Golob
- June 19, 2017 October 30, 2019
- 11:40