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Why banning life insurance sales incentives won’t help consumers
Sales & Marketing

Why banning life insurance sales incentives won’t help consumers

Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage

  • By: Jim Ruta
  • September 13, 2017 November 16, 2019
  • 14:30
Don’t let tax documentation go wrong

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)

Two steps to create “revelation questions”
Client Communications

Two steps to create “revelation questions”

Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer

  • By: Jim Ruta
  • September 6, 2017 November 17, 2019
  • 10:25
CRA audits: Risks, pitfalls and tips

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…

Four ways to build a sense of urgency
Sales & Marketing

Four ways to build a sense of urgency

Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency

  • By: Jim Ruta
  • August 30, 2017 November 16, 2019
  • 16:35
Client Communications

Preparing your clients for a bear market

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 November 17, 2019
  • 09:00
Advisors, put your smartphone away
Practice Management

Advisors, put your smartphone away

Dan Richards shares research on how advisors can boost productivity by putting away their smartphones

Financial Planning

Five tips for organizing a family meeting

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 October 31, 2019
  • 11:30
Client Communications

Five steps to resolving conflict with a client

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 November 17, 2019
  • 11:00
Practice Management

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
Six ways to avoid advisor prejudice
Sales & Marketing

Six ways to avoid advisor prejudice

Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results

  • By: Jim Ruta
  • August 22, 2017 November 16, 2019
  • 13:25
Taking a mobile first mindset
Practice Management

Taking a mobile first mindset

Dan Richards discusses how more consumers are using smartphones as their primary device to go online

Financial Planning

How mature students can fund post-secondary education

Students can take advantage of tuition tax credits to reduce their tax burden

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