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Top Stories in Building Your Business

Echelon Wealth Partners names Joe Oliver as chairman
Practice Management

How to avoid costly mistakes

Get team members to work in pairs and discourage multi-tasking

Capturing prospects in the digital realm

These digital communication strategies can help draw more clients to your business in 2017

Is a high closing ratio damaging your total sales?
Practice Management

Is a high closing ratio damaging your total sales?

Jim Ruta suggests that a high closing ratio can damage an advisor’s total sales. He outlines strategies for boosting sales with a lower closing ratio

  • By: Jim Ruta
  • January 25, 2017 October 30, 2019
  • 06:00
Practice Management

Mentoring — in reverse

Older advisors can connect with young mentors to learn about communicating with millennial clients

Why it’s time to update your communication strategy

Clients want to hear from you more than you might think — and not only about their investments

Financial Planning

Five retirement myths

Misconceptions about debt and home equity can give clients a false sense of security

Added-value conversations: Rethinking the bucket list
Practice Management

Added-value conversations: Rethinking the bucket list

Dan Richards explains how to help clients reframe their bucket list so that it is more rewarding and fulfilling (Part 4 of 4)

Your Time

Casual Friday: Lower your sugar intake

A few adjustments to your meal planning can lead to a more healthy diet

The secret of client retention
Practice Management

The secret of client retention

Deep knowledge of your clients is essential to meeting their expectations

What advisors can learn from Donald Trump’s election victory

Bold use of branding fundamentals can help connect you better to your current and prospective clients

  • By: Andris Pone
  • January 19, 2017 November 16, 2019
  • 06:00
Client Communications

Talking to your clients about fund fees

Explain why some mutual funds, such as emerging markets, funds incur higher expenses than others

Plans to harmonize life insurance and investment regulations are not productive
Practice Management

Plans to harmonize life insurance and investment regulations are not productive

Jim Ruta explains his view that plans to regulate life insurance and investment advisors the same way is not only counterproductive, it can damage life…

  • By: Jim Ruta
  • January 17, 2017 October 30, 2019
  • 15:20
WCM names 12 winners for this year’s “Return to Bay Street” award
Practice Management

Align your staff with the your goals

Engage your team with the goal-setting process and offer performance incentives

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