Proper recordkeeping of client communications is critical
John Fabello, a partner at Torys LLP, describes legal cases concerning how advisors communicated with clients about market volatility and product descriptions. Proper recordkeeping of client communications is critical.
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Tax season comes with increased workload, greater costs for clients, risk of errors
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
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