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Top Stories in Building Your Business

Keeping it all in the family
Practice Management

Should you hire your client’s child?

Check your firm’s policy and follow a formal process. And don’t be afraid to say no

Added-value conversations: Countdown to retirement
Practice Management

Added-value conversations: Countdown to retirement

Dan Richards explains why advisors should discuss satisfaction and happiness when speaking with clients about retirement (Part 3 of 4)

Contributing to post-secondary tuition builds confidence: poll
Financial Planning

Solving the education puzzle

Can your clients help their children without endangering their own retirement?

Financial Planning

Helping your clients reduce debt

Encourage them to find ways to lower expenses and set a clear plan

Three common client-survey mistakes
Client Communications

Three common client-survey mistakes

Don’t let these blunders mar your client-feedback strategy

Why traditional advisor listening-to-talking ratios are wrong
Practice Management

Why traditional advisor listening-to-talking ratios are wrong

Jim Ruta explains why the traditional 90% listening to 10% talking ratio is not only wrong — it can hinder the early stages of an…

  • By: Jim Ruta
  • January 11, 2017 October 30, 2019
  • 10:30
Three common client-survey mistakes
Client Communications

Client surveys are just the beginning

A written questionnaire should be the first step in an in-depth client-feedback program

Practice Management

Philanthropy as a team motivator

Charitable efforts can help engage your staff members and your clients — while doing good

Added-value conversations: Letters from Dad
Practice Management

Added-value conversations: Letters from Dad

Dan Richards discusses an article that got a dramatic response after an advisor sent it to her clients (Part 2 of 4)

Your Time

Casual Friday: Are your New Year’s resolutions attainable?

Instead of thinking you can overhaul your life to fit an ideal, take small, practical steps

Echelon Wealth Partners names Joe Oliver as chairman
Practice Management

How to create a high-performance team culture

Motivate your team by rallying them around a common purpose

Four easy ways to make 2017 your best year yet
Practice Management

Four easy ways to make 2017 your best year yet

Jim Ruta explains four straightforward steps to get ahead of the game and make 2017 your most productive year yet

  • By: Jim Ruta
  • January 4, 2017 October 30, 2019
  • 14:00
Practice Management

Hold an off-site planning retreat

Gathering your team in new surroundings can help generate new ideas

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