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Four steps to ignite your prospecting
Practice Management

Four steps to ignite your prospecting

Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, breaks down four steps to successful prospecting for insurance advisors.

  • By: Jim Ruta
  • October 25, 2016 October 30, 2019
  • 09:40
Become an effective speaker
Client Communications

Become an effective speaker

Avoid these common mistakes and deliver your message with confidence

Regulators propose dramatic expansion of KYP requirements

Regulators propose dramatic expansion of KYP requirements

In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…

Client Communications

Are you emotionally intelligent?

Understanding your clients’ emotions can make you a more effective advisor and give you a competitive edge

Practice Management

Articulate your investment philosophy

Your guiding principle should reflect your beliefs and how they relate to your clients’ objectives

How the U.S. election outcome may impact your American clients
Financial Planning

How the U.S. election outcome may impact your American clients

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

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

Social media: working with compliance

Learn your firm’s policy and discuss your social media plans

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

Staying within the lines on social media

Post information that’s relevant to your audience, but be sure to avoid giving advice

Five things insurance advisors can do that robots can’t
Practice Management

Five things insurance advisors can do that robots can’t

Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains five things life insurance advisors can do that robots can’t — from initiating…

  • By: Jim Ruta
  • October 18, 2016 October 30, 2019
  • 09:00
Practice Management

Can your business grow?

You must know your competitors, the products and services they offer and how you stack up against them in assessing your growth potential

Regulators propose restrictions on titles and designations

Regulators propose restrictions on titles and designations

In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…

Courting centres of influence
Practice Management

Casual Friday: Taking cues from improv

What unscripted theatre can teach you about dealing with clients and colleagues

MFDA wants to regulate “financial planner” title
Practice Management

Designations can set you apart

Choose courses that are aligned with your business goals

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