In the 1960s, marketing professor Ted Levitt urged businesspeople to ask themselves: "What business am I really in?" For financial advisors today, the answer to…
When a client loses his or her job, they may receive a substantial settlement from the former employer. You can help to ensure the client…
The steps you take to correct a problem that has made a client irate actually can strengthen your relationship with that client in the long…
The use of substances ranging from herbs and caffeine to the stimulant drugs used to treat attention deficit disorders is on the rise, as the…
Understanding Estate Information Return reporting
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these…
A checklist can help you decide which factors are the most important when you are considering purchasing a well-established practice. What is key is to…
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
Summer sun can mean more exposure to harmful UV rays, which can accelerate the development of cataracts and other eye problems. Sunglasses can reduce the…
Senior clients may be vulnerable to exploitation by family members, friends and strangers. While investment industry groups are finding ways to identify and prevent financial…
From Saturday Night Live to Google, research shows that psychological safety is the key factor that sets top-performing teams apart from the pack. Team members…
When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can…
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a “virtual…
Exit is not a four letter word: How to transition your practice profitably and proudly
If your home page looks as if it was designed in the 1990s, it probably is due for an overhaul. Today's technology makes building your…
A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a "virtual…
The 10,000-hour rule made popular by author Malcolm Gladwell says you have to practise 20 hours a week for 10 years in order to become…
A family tragedy inspired Colleen O'Connell-Campbell to become an advocate for mental health and to encourage her clients to be honest about their own personal…
For clients who find themselves in their 50s without adequate savings or retirement plans, there is hope. But these clients have to do what they…
Wearable devices aren’t just for fitness. Some are designed to help you break bad habits. You’re probably aware of the Fitbit, a wearable device that…
If your practice is growing beyond your ability to maintain a high level of service for your clients, you may need to hire someone to…
When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an…
If you do volunteer work for a charity, sharing your experiences with your clients and inviting them to participate can send a positive message and…
The pre-workout stretching routine has fallen out of favour among fitness experts and sports medicine doctors. Today, the emphasis is on warming up by lightly…
When you meet clients who are dissatisfied with their current advisor, there are certain rules and guidelines you should follow. Find out why these prospects…