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Top Stories in Building Your Business

Client Communications

The prospect courting process

Persuading a prospect to become your client requires time, patience and communication

Four reasons clients don’t save for retirement and how to help

Four reasons clients don’t save for retirement and how to help

In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients…

Practice Management

Tracking the growth of your practice

Business metrics can help you measure growth and improve profitability

Life insurance: Crash-proof and principal protected
Practice Management

Life insurance: Crash-proof and principal protected

Jim Ruta, president, AdvisorCraft Media and Consulting, explains that life insurance, particularly whole life, can be a valuable asset class that provides guaranteed, crash-proof returns…

  • By: Jim Ruta
  • March 15, 2016 October 30, 2019
  • 05:00
Practice Management

Attracting high net worth-clients

Make yourself referable and network with professionals who serve this market

Help clients’ kids with financial mentoring
Practice Management

Help clients’ kids with financial mentoring

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas…

Practice Management

Create the perfect client experience

Map out their journey through your practice

Practice Management

Put your practice in growth mode

Realizing your growth potential requires a research and planning

Client Communications

Four questions to ask your clients about your service

Find out what your clients are thinking or risk losing them to another advisor

Realities of Retirement: Four tips for clients

Realities of Retirement: Four tips for clients

Sales & Marketing

Five reasons why you should be using videos

As a marketing tool, videos are effective, memorable and shareable

Millennials and critical illness insurance: What they don’t know can hurt them
Practice Management

Millennials and critical illness insurance: What they don’t know can hurt them

  • By: Jim Ruta
  • March 8, 2016 October 30, 2019
  • 06:30
Practice Management

Fine-tune your team

Allocate responsibilities based on “who’s good at what”

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