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Last-minute RRSP tips
Financial Planning

Last-minute RRSP tips

Don’t be just an order taker; discuss overall strategy with your clients

Advice needed on retirement income strategies, report finds
Client Communications

Get more from your discovery meetings

Go beyond the standard questions and try to learn your client’s attitude toward money

Three KYC traps

Three KYC traps

Ellen Bessner and Dan Richards explain three key common know-your-client pitfalls that can lead to lawsuits (Part 4 of 8)

RBC introduces mobile app for DS advisors
Your Time

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

Is your sales philosophy killing your sales?
Practice Management

Is your sales philosophy killing your sales?

Jim Ruta explains that insurance advisors may have preconceptions that decrease their sales. He gives tips on overcoming biases and boosting sales results

  • By: Jim Ruta
  • February 17, 2017 October 30, 2019
  • 06:30
Client Communications

Be prepared: getting ready for a first meeting

Tailor your pitch to the specific needs of the client and review your presentation beforehand

Financial Planning

Help clients understand financial planning

Use visual tools to tell your story and show the power of compounding

Tap your inner circle for new clients
Practice Management

Tap your inner circle for new clients

Your family members, friends and acquaintances can help you grow your business

Prepare for the next mystery shop

Prepare for the next mystery shop

Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…

Financial firms face significant risk from cyberattacks
Practice Management

Create a cybersecurity plan

Keep track of all users of your firm’s devices and software, and check your vulnerability regularly

Telling stories to win clients
Practice Management

Why you should focus on client retention

Getting new clients is good, but keeping the clients you have can be far more profitable

Avoid these common first-meeting mistakes
Client Communications

Avoid these common first-meeting mistakes

In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals

Sales & Marketing

Five ways to turn your practice into a trusted brand

Make your message consistent across all platforms, and deliver what you promise

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: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything