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Practice Management

Engaging the next generation through philanthropy

Clients are often more receptive to a philanthropic plan than to a financial plan

Four key strategies of industry icons
Practice Management

Four key strategies of industry icons

Jim Ruta, president, AdvisorCraft Media and Consulting, asks insurance advisors, “Do you want to be the next Ben Feldman or John Savage?” He gives tips…

  • By: Jim Ruta
  • August 17, 2016 October 30, 2019
  • 13:30
Five misconceptions about millennial clients
Financial Planning

After the honeymoon

Help newlywed couples confront difficult issues and make them feel secure in their future

Sales & Marketing

When the media calls, be prepared

Use the opportunity to demonstrate your expertise while providing useful information

Why to-do lists kill long-term productivity

Why to-do lists kill long-term productivity

In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can…

Avoid these media-interview pitfalls
Sales & Marketing

Avoid these media-interview pitfalls

Offer information and insights — not a sales pitch

Determining the right order for the sale of insurance products
Practice Management

Determining the right order for the sale of insurance products

Jim Ruta, president, AdvisorCraft Media and Consulting, provides his thoughts on the insurance products and services you should prioritize for your prospects and clients.

  • By: Jim Ruta
  • August 12, 2016 October 30, 2019
  • 14:35
Contributing to post-secondary tuition builds confidence: poll
Financial Planning

Why responsible investing matters to millennials

Many young clients are as interested in a company’s community engagement as they are in returns

RBC GAM moves SRI funds to Vision Funds
Financial Planning

Moving into responsible investing

Before you start branding yourself as “green” or “RI,” take the time to learn about the issues

Sales & Marketing

Preparation is key to a successful photo shoot

Decide in advance what you hope to achieve and make sure your photographer knows your objective

Sales & Marketing

Revamp your website with better photos

Replace boring stock shots with images that make prospects want to work with you

Two business metrics that should be measured

Two business metrics that should be measured

In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and…

How to choose a mentor
Practice Management

Tips for becoming a mentor

You can learn as well as teach in a good mentoring relationship

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