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A common misconception that can damage your prospecting
Practice Management

A common misconception that can damage your prospecting

Jim Ruta explains how insurance advisors can avoid making a common prospecting error

  • By: Jim Ruta
  • November 13, 2017 October 30, 2019
  • 16:15
Retirement income planning for longevity risk

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 November 9, 2019
  • 18:30
Constructive divorce planning options for clients
Financial Planning

Constructive divorce planning options for clients

Eva Sachs outlines options that advisors can share with clients navigating separation or divorce

  • By: Eva Sachs
  • November 8, 2017 October 31, 2019
  • 16:00
Practice Management

Protect your practice from ransomware

A layered approach can help ensure that if one line of defense fails, another will provide protection

  • By: Leah Golob
  • November 8, 2017 October 30, 2019
  • 11:15
Crossing the “line of insurability”
Practice Management

Crossing the “line of insurability”

Jim Ruta explains why time is of the essence when buying life insurance

  • By: Jim Ruta
  • November 7, 2017 October 30, 2019
  • 16:15
Life insurance tax changes: Winners, losers and what advisors need to know

Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 November 9, 2019
  • 06:00
Eliminate dead time — and prosper
Practice Management

Eliminate dead time — and prosper

Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts

  • By: Jim Ruta
  • November 1, 2017 October 30, 2019
  • 16:00
Benefits of life interest trusts for HNW clients

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 November 9, 2019
  • 13:00
Key yearend tax planning tips

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

New technology will change advisors’ business model

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

Navigating changes to testamentary trusts

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • By: Kevin Wark
  • October 20, 2017 November 9, 2019
  • 12:35
Five qualities to consider when hiring staff
Practice Management

Be a key resource for HNW clients

Wealthy clients don’t have much time and want advisors to take care of their unique needs

  • By: Leah Golob
  • October 19, 2017 October 30, 2019
  • 18:00
Evolving corporate tax proposals make RRSPs a smart choice for business owners

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners

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

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

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

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