Millennials might not be affluent yet, but they represent the future for financial advisors. Whether these tech-savvy clients inherit money or develop successful careers, this group's members want advice - but they want it their way
Last summer, Toronto Raptors shooting guard DeMar DeRozan, in an effort to improve his game, reportedly used his non-dominant hand for as many daily tasks as he could. He used his left hand for things like eating, writing and brushing his teeth. Whether or not this strategy will help DeRozan’s dribbling prowess, evidence suggests that […]
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce confusion
The holiday season brings more opportunities to commit faux pas
Appropriate gifts and events can turn a hectic season into a memorable one. Here are some ways to help you hit the right notes this season
Feeling a little down - both mentally and physically - during the winter months is normal. There are ways to fight the winter blahs through exposure to daylight and healthy sleep habits. If depression occurs, help is available
Clients who winter in the warmer U.S. states need to be aware of several important requirements in order to remain on the right side of U.S. and Canadian authorities. Owners of foreign property will have to take extra precautions
When correcting an otherwise valuable team member's behaviour, take a positive approach. Point out the employee's strengths before broaching the problem
Make adjustments to accommodate your older clients’ physical and mental limitations
Senior clients represent an important market, but dealing with them requires patience