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The secret to consistency
Practice Management

The secret to consistency

Jim Ruta explains that the key to consistency is applying organizational strategy, and gives tips on implementing organization in your business (Part 3 of 4)

  • By: Jim Ruta
  • March 21, 2017 October 30, 2019
  • 13:00
Three things advisors need to know to survive an audit

Three things advisors need to know to survive an audit

Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)

Risks faced by retired clients
Financial Planning

Risks faced by retired clients

Longevity and unexpected health-care costs could derail many clients’ plans

Risks faced by retired clients
Financial Planning

Helping clients understand the “good” side of risk

Without some risk, adequate returns over the long term are unlikely

Every advisor’s real business
Practice Management

Every advisor’s real business

Jim Ruta explains his view that “communicating to compel co-operation” is the real business of advisors (Part 2 of 4)

  • By: Jim Ruta
  • March 14, 2017 October 30, 2019
  • 09:00
How to handle client complaints

How to handle client complaints

Ellen Bessner and Dan Richards discuss the steps you need to take right away if a client makes a complaint that may involve a lawsuit…

Are you inspired enough to prospect?
Practice Management

Are you inspired enough to prospect?

Jim Ruta explains that being inspired is the key to successful prospecting (Part 1 of 4)

  • By: Jim Ruta
  • March 9, 2017 October 30, 2019
  • 06:35
Regulatory changes that endanger your licences

Regulatory changes that endanger your licences

Ellen Bessner and Dan Richards explain that an issue with one regulator is increasingly requiring advisors to respond to several regulatory bodies (Part 6 of…

The common business axiom that isn’t true
Practice Management

The common business axiom that isn’t true

Jim Ruta explains the accepted business dictum that’s not true and may diminish your performance if followed

  • By: Jim Ruta
  • February 28, 2017 October 30, 2019
  • 06:00
Practice Management

Talking to millennials about insurance

Talking to millennials about insurance

Three risk tolerance traps

Three risk tolerance traps

Ellen Bessner and Dan Richards explain three common approaches to managing clients' risk tolerance that leave advisors open to litigation risk (Part 5 of 8)

Practice Management

Going solo: Should you make the leap?

Independence has both benefits and costs. Here are some factors to consider

Get the most from your vacation
Practice Management

Get the most from your vacation

Tie up loose ends beforehand and leave a go-to person in charge of your duties

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