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Three steps toward success

Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from…

Tech Tips: Tech makes bookkeeping easy

No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend…

Almost famous; always tax-efficient

Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients

Negotiating a successful merger

When hammering out a plan to join forces with another advisor, your experience in bargaining with clients and others may help you strike a deal.…

Working vacation

Although disconnecting completely from your office is still the best way to get a restful vacation, some advisors have found ways to check in without…

More productive client meetings

The average face-to-face interaction with a client involves at least two hours when you include preparation time. Why not spend five minutes to increase your…

Cutting down on wasted food

Canadians squander $31 billion worth of food every year. Food literacy - understanding how food is grown - along with a little creativity in the…

Keeping the “Wolf” from the door

Greg Walsh became a financial advisor after a successful stint as a restaurateur in Taiwan. An early brush with the investment industry showed him a…

When is the right time to sell?

Several factors, both internal and external, will determine when you should sell your practice. To help ensure you make the right decision, you must ask…

Back in the nest

Many baby-boomer parents are assisting their grown children financially by permitting them to move back home. These parents could be jeopardizing their own retirement plans

Get physical, for a fee

As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating…

  • By: Paul Brent
  • March 1, 2017 November 6, 2019
  • 00:45

Communicating across generations

Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The…

Answering the call

Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage…

Tech Tips: Big technology for small tasks

New apps enable your devices to work with business and household tech systems to perform a multitude of otherwise time-wasting functions, from tracking your mileage…

A glimpse into the future

The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way…

Get more from client meetings

Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They…

Talking to your clients about fees

In the post-CRM2 era, clients and regulators are demanding transparency from advisors. Your best response is to turn this obligation into an opportunity to show…

Using tech to conquer compliance

Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable

The power of the personal touch

As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an…

Client relationships of the future

Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses…

Sizing up a sea change

Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing

Help clients avoid identity theft

You can reduce the chances of your clients being hurt by identity theft by educating them on how to take preventative measure

AI and the future of advice

Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower…

Advisors and apps: what works

These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking

Joining the revolution

Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the…