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A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

usinessman putting a card with text don’t resist change embrace it in the pocket

Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

Tech Tips: Can you ditch your laptop?

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…

smiling middle aged man in office

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

September 2018, page 24, image of Jennifer Ridedout

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

  • By: Leah Golob
  • June 14, 2018 October 30, 2019
  • 07:00

“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

Moving on up

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…

Tech Tips: Keep your passwords safe

Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

  • By: Leah Golob
  • April 11, 2018 October 30, 2019
  • 15:15

Learnedly launches ETF course for mutual fund reps

The proficiency course follows requirements set out by the MFDA

  • By: Leah Golob
  • April 4, 2018 October 30, 2019
  • 12:50

Tech Tips: Roam, without getting robbed

Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

Cybersecurity breaches prove costly

Study estimates 41% of Canadian companies had sensitive data exposed last year

The letters after your name

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide…

Overcoming the Big Five challenges

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 November 9, 2019
  • 10:31

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 November 9, 2019
  • 10:15

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 November 9, 2019
  • 11:35
The strongest way to start a new client interview

The strongest way to start a new client interview

Jim Ruta shares the best question advisors can ask at the start of a new client interview

  • By: Jim Ruta
  • December 20, 2017 October 30, 2019
  • 13:00