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Top Stories in Building Your Business

Practice Management

Casual Friday: Take a digital detox

Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself

Financial Planning

Millennials: Keeping goals in sight

You can motivate young clients to save, even in the face of massive student debt

Support of adult children is impacting boomers’ finances
Financial Planning

The boomerang effect

Millennials may need financial help from their parents, but they also need to learn lessons in order to gain independence

Client Communications

The “succession” conversation

Once you have mapped out your exit plan, how and when you inform your clients is critical

Four common mistakes to avoid
Practice Management

Four common mistakes to avoid

Focus on your clients’ needs rather than what you have to offer

CRM2: What investors really think about performance reports

CRM2: What investors really think about performance reports

In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…

Stack your book with ideal clients
Practice Management

How to duplicate your top clients

Identify the characteristics that make them your best clients

Telling stories to win clients
Client Communications

Telling stories to win clients

Relating experiences about yourself, your values and other clients can help you build trust

Financial Planning

Helping clients understand CI insurance

Ask if they can afford the costs of being critically ill

Client Communications

Events your clients will appreciate

From fine dining to paintball, make your event suit your clients’ tastes

Investors are fine with trailer fees, survey says
Practice Management

The delicate art of asking for referrals

These ideas can help you meet more prospective clients

Six ways compliance can drive productivity
Practice Management

Six ways compliance can drive productivity

Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains six ways that keeping compliant can also drive productivity for insurance advisors.

  • By: Jim Ruta
  • November 7, 2016 October 30, 2019
  • 06:30
Are women really risk-averse?
Practice Management

Women clients: gaining their trust

Women often feel their advisors don’t take the time to fully understand their needs

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

What you need to know about RESP decumulation

If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

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

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