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Avoid missing medical expenses

Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…

August’s moment of truth

If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to…

A focus on women and literacy

Natalie Jamison, who used to work in the hotel industry, emphasizes attending to the details in serving her high net-worth female clients. That means fresh…

The debt drain

For many clients, debt is a serious problem. And whether you choose to work closely with indebted clients or refer them to a credit specialist,…

There is life after bankruptcy

You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than…

Tech tips: Looking good on paper

Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer,…

Probiotics can boost overall health

Those live microbes in your gut affect a diverse range of conditions, including digestive health. But because probiotic products are not regulated as medicine, you…

Networking for rookies

There is more to making contact with prospects than handing out business cards. A successful networking strategy takes planning, persistence and an understanding of your…

Financial Checkup: Can a 40-something couple retire?

With one good salary, significant investments, several rental properties and no children, Jen and Marc are in a good position for early retirement. But they…

“Onboarding” is a crucial process

The steps you take in bringing clients into your practice will have a profound effect on the strength of those relationships. A smooth process can…

The value of small events for clients

More and more advisors are opting for intimate events that include a small group of clients. These gatherings focus on an area of interest that…

Charity begins with caring advisors

Talking to your clients about their charitable-giving options can help deepen your client relationships. And don't worry about losing assets to charities. Satisfied clients will…

Young advisors: Finding your niche

When starting your career as a financial advisor, your natural tendency is to take on any client who is willing to work with you. But…

The right mentor can be “gold”

Developing a learning relationship with a senior advisor or other professional can help you receive the support you need to reach your goals. Some successful…

Live long and prosper

Growing life expectancies and other changes in the way people manage their careers are making longevity risk a real challenge for many clients

  • By: Leah Golob
  • August 23, 2015 November 6, 2019
  • 23:00

Grooming your successor

Hiring a junior advisor early on with the intention that he or she will take over your business has many advantages. Your clients will be…

The world’s top marketer

Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand

Discipline of a dancer

Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…

Keeping on the sunny side of life

When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor…

Mental health and your business

You should be prepared to assist employees who are experiencing mental health problems. Your workplace should be a safe environment in which team members can…

Narrow your focus

Developing a niche means saying no to some clients and becoming the go-to financial advisor for a specific group. Advisors who specialize say the rewards…

Dealing with underperformance

When an advisor in your branch is working below par, you can take steps to identify the root of the problem and possible corrective action.…

Financial checkup: Are this couple’s goals attainable?

A pediatrician and his wife, an interior decorator, want to ensure their high joint income creates a comfortable retirement for themselves and security for their…

The Pratfall Effect

The early struggles of a now successful advisor - and several academic studies - show how admitting to small mistakes can improve your credibility

Beyond the semantics of planning

Terms such as "vision," "strategy" and "tactics" all have a place in determining how you will reach your business goals. What's important is that you…