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Top Stories in Building Your Business

Reckless use of social media harming investors: CSA
Sales & Marketing

Developing a Twitter strategy

Devise a consistent routine of checking in, sharing and responding

CSA launches consultation on banning embedded commissions
Client Communications

When should you part ways with a client?

You and a client may find your needs are no longer aligned

Key steps to mentorship success

Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish

Client Communications

Treat your clients to family-friendly events

A popular kids’ movie or a trip to a museum can help show your clients you appreciate their business

Regulators divided over best interest standard

Regulators divided over best interest standard

In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…

Finding the right mentor

A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry

Client Communications

Casual Friday: Should you discuss politics with clients?

The rules of etiquette say no. But if a client brings up political issues, steer the conversation toward finance

Practice Management

Forget work/life balance. Seek “harmony” instead

Take steps each day to grow both professionally and personally

The growing value of mentorship

Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry

Sales & Marketing

Get more from LinkedIn

A few simple steps can raise your profile

Three new yearend tax tips for 2016

Three new yearend tax tips for 2016

In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…

Become an effective speaker
Client Communications

Improve your speaking skills

A presentation is an opportunity for you to position yourself as an authority on a given subject

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