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Top Stories in Building Your Business

Client Communications

Managing long-distance relationships

While a growing number of clients retain multiple homes, there are many ways to stay in touch

Client Communications

Note-taking tips

Recording and documenting conversations with clients helps to ensure you understand each other

RBC introduces mobile app for DS advisors
Your Time

Casual Friday: Meditate … with your smartphone

These apps can guide you toward inner peace

What advisors need to know about the CSA’s “best interest” standard

What advisors need to know about the CSA’s “best interest” standard

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

Educate your clients with “explainer” videos
Client Communications

Educate your clients with “explainer” videos

They’re short, to-the-point and effective — if you start with a great script

Estate planning: Common issues to look out for
Financial Planning

Estate disputes: keeping the peace

You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions

Become a better negotiator
Practice Management

Become a better negotiator

You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict

To get to the top, you’ve got to reach higher
Practice Management

To get to the top, you’ve got to reach higher

Jim Ruta, ex-Agency executive manager, keynote speaker and coach at JimRuta.com, explains why focusing on “low-hanging fruit” can severely limit your business. He discusses how…

  • By: Jim Ruta
  • September 20, 2016 October 30, 2019
  • 10:15
OSC compliance reviews continue to reveal deficiencies
Practice Management

Develop better relationships with compliance

Compliance officers are there to ensure you and your firm stay out of trouble. Here are some tips on how to help them do that

Build strategic thinking time into your business

Build strategic thinking time into your business

In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term…

Casual Friday: Keep calm and manage your workload
Practice Management

Casual Friday: Keep calm and manage your workload

Although some sources of stress are just beyond your control, there are steps you can take to curb your overall stress levels

Top taxfilers see incomes rise
Financial Planning

Help newly wealthy clients make disciplined financial decision

Here are some steps you can take to aid a client who has come into sudden wealth avoid mismanaging his or her newfound fortunes

Financial Planning

Baseball great Cal Ripken’s lessons for financial planners

The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career

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