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Top Stories in Building Your Business

Client Communications

Use body language to make a good first impression

Keep yourself visible and adopt an open posture

  • By: Leah Golob
  • October 28, 2015 November 17, 2019
  • 10:20
A surgical strategy to boost your business

A surgical strategy to boost your business

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.

Financial Planning

Preparing clients for a “grey” divorce

When older clients decide to untie the knot, you can provide impartial, money-saving advice

  • By: Leah Golob
  • October 27, 2015 October 31, 2019
  • 09:40
What Liberal tax promises may mean for your clients — and when

What Liberal tax promises may mean for your clients — and when

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…

Practice Management

When your client dies

If you have established a rapport with both spouses, you can provide assistance to the widow

  • By: Leah Golob
  • October 26, 2015 October 30, 2019
  • 10:20
Financial Planning

When dependent children are a drain on parents’ finances

Many clients’ savings and retirement plans are hampered by their adult kids

  • By: Leah Golob
  • October 23, 2015 October 31, 2019
  • 10:30
Why tax-loss selling is different in 2015

Why tax-loss selling is different in 2015

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.

Practice Management

Rookies: Start a best-practices exchange group

Expand your knowledge by sharing challenges and successes with other advisors

  • By: Leah Golob
  • October 22, 2015 October 30, 2019
  • 10:50
Practice Management

Rookies: Four ways to find valuable business advice

Get specific about the skills and strategies you want to improve

  • By: Leah Golob
  • October 21, 2015 October 30, 2019
  • 09:30
Are you too busy to get better?

Are you too busy to get better?

Jim Ruta, president, AdvisorCraft Media and Consulting, discusses the consequences of being too busy to invest in yourself, and gives tips on how to build…

  • By: Jim Ruta
  • October 20, 2015 November 9, 2019
  • 13:45
Sales & Marketing

Five ways to use interactive content

Let your clients and prospects participate in informative, engaging web tools

Use visualization to improve client-meeting outcomes

Use visualization to improve client-meeting outcomes

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects…

Your Time

Casual Friday: Five ways to push through the mid-day slump

These strategies can boost your energy and maintain productivity

  • By: Leah Golob
  • October 16, 2015 October 19, 2019
  • 09:20

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