Getting a qualified candidate in for an interview is only half the battle. Here are some questions the experts pose to ensure they’re hiring the right person for the job:> “I always ask: ‘What is the job duty that has been most satisfying to you?’” says Shelly Kerber, a human resources consultant with Omaha, Neb.-based […]
Often the husband wants to keep the pension, while the wife wants the house — but you can’t eat the house
While the feds move ahead with the TFSA, more assistance for families comes from the provinces
It pays to take care when it comes to the appraisal of significant matrimonial property, especially when conflict is running high
It pays to take care when it comes to the appraisal of significant matrimonial property, especially when conflict is running high
Half of all advisors’ clients now have a financial plan in place
You can play an important role — but you have to know the rules
You can play an important role — but you have to know the rules
A client advisory board is an excellent tool for getting client feedback to help you make decisions about how you conduct your business. Topics can include:> segmenting clients; > attracting a certain type of client, such as high net-worth individuals, business owners or women;> transition issues, such as buying another advisor’s book of business or […]
Your client advisory board can provide feedback and input on important decisions from clients’ perspective