Home Building Your Business Page 13

Top Stories in Building Your Business

You’ve got to keep records to break records
Practice Management

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 October 30, 2019
  • 15:20
The first three topics a divorcing couple needs to discuss
Practice Management

The first three topics a divorcing couple needs to discuss

Nathalie Boutet explains what should be the priorities of a couple that has decided to dissolve a marriage

Financial Planning

CRA provides advice on resolving tax-related issues

Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection

  • By: Leah Golob
  • December 8, 2017 October 31, 2019
  • 14:25
Two key HNW wealth preservation strategies
Financial Planning

Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

  • By: Greg Newman
  • December 7, 2017 October 31, 2019
  • 07:30
Why enthusiasm makes a difference
Practice Management

Why enthusiasm makes a difference

Jim Ruta discusses how advisors can express enthusiasm when communicating with clients, and why it matters

  • By: Jim Ruta
  • December 5, 2017 October 30, 2019
  • 09:35
Help clients navigate the prenuptial agreement minefield
Practice Management

Help clients navigate the prenuptial agreement minefield

Nathalie Boutet explains how to help clients navigate the complex and challenging emotional side of prenuptial agreements

Don’t lose sight of the plan
Financial Planning

Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

  • By: Greg Newman
  • November 30, 2017 October 31, 2019
  • 08:00
Four ways to break out of a sales slump
Practice Management

Four ways to break out of a sales slump

Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

  • By: Jim Ruta
  • November 28, 2017 October 30, 2019
  • 14:15
Helping clients with marriage and prenuptial planning
Practice Management

Helping clients with marriage and prenuptial planning

Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients

Financial Planning

Now is the time for clients to consider tax loss selling to offset gains

It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else

Six ways to make insurance more compelling
Practice Management

Six ways to make insurance more compelling

Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients

  • By: Jim Ruta
  • November 22, 2017 October 30, 2019
  • 17:10
Future of U.S. estate tax in doubt
Financial Planning

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Help for aging property owners

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • November 19, 2017 November 9, 2019
  • 12:00

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

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

What you need to know about RESP decumulation

If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

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

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 05:00

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living