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Latest news in Practice Management

Is your communication program up to snuff?

Get the most from client testimonials

To be effective, endorsements must be credible and specific

Minimizing the cybersecurity threat

What can advisors do to protect themselves against an online attack?

Protecting the data in your pocket

The most dangerous threat to your cybersecurity could be your mobile phone. Here’s how you can protect your device

The growing threat of cyberattacks

Cyberthreats are becoming more devious, and they present a key risk to both your business and your clients. Here’s what advisors need to know

How to choose a mentor

How to choose a mentor

The role your mentor plays can vary over time

Succession: Seller beware

Vetting the buyer of your practice should be a key component of your exit plan

FAIR Canada not in favour of regulators’ stance on best interest standard

Converting prospects to clients

Take a personal approach to keeping in touch

FAIR Canada not in favour of regulators’ stance on best interest standard

Converting leads to prospects

People you meet through referrals client events have the best chance of being qualified

Giving to receive: How charity leadership deepens client bonds

Giving to receive: How charity leadership deepens client bonds

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that taking a leading role in a charity and sharing your goals sends a…

Improve efficiency through repetition

Developing repeatable processes creates a uniform client experience

Make your practice more competitive

Make your practice more competitive

Taking cues from the competitive landscape can help you grow your business

Increase your productivity

Assess your processes and get your team involved

Use “suspecting” to determine fit before prospecting

Use “suspecting” to determine fit before prospecting

Jim Ruta, president, AdvisorCraft Media and Consulting, gives a pragmatic script for approaching sales “suspects,” a proven method to boost your business and make your…

  • By: Jim Ruta
  • May 11, 2016 October 30, 2019
  • 08:45

Motivate your team

Share your vision and promote a team culture

How to get the most from your staff

Treat team members as individuals and provide opportunity to grow

Webinars boost prospects and referrals

Webinars boost prospects and referrals

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use quarterly webinars to reach prospective clients and generate client referrals.

Three critical questions your business model must answer

Three critical questions your business model must answer

Jim Ruta, president, AdvisorCraft Media and Consulting, explains three short, crucial questions that cut to the crux of what your business model is.

  • By: Jim Ruta
  • May 3, 2016 October 30, 2019
  • 16:30
VC investments in Canada experience great growth in 2016

Reposition your practice for growth

Some advisors become complacent once they have attained a certain size of practice

Five ways to strengthen client retention

“Once you have retained a client for five years, you are likely to keep them for life”

Help your clients keep their cool

Help your clients keep their cool

Focus on managing expectations and long-term thinking

Five things you need to know about the DOL fiduciary rule

Five things you need to know about the DOL fiduciary rule

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the new fiduciary rule for retirement accounts issued by the U.S. Department of Labor…

Keeping clients focused on the long term

Tool helps to discourage clients from checking portfolios frequently

Working with grieving clients

Helping clients in times of grief

You can be a calming influence for clients whose judgments are clouded by emotions

Is your communication program up to snuff?

Differentiate your practice

Focusing on a narrow niche makes you stand out

Is universal life right or wrong for your clients?

Is universal life right or wrong for your clients?

Jim Ruta, president, AdvisorCraft Media and Consulting, tackles the pros and cons of universal life policies (UL). He discusses a four-part system for determining when…

  • By: Jim Ruta
  • April 19, 2016 October 30, 2019
  • 16:10