20 ways to be a better advisor

The industry is always in flux, with regulatory change, product evolution, demographic shifts and investors’ evolving needs and expectations. What doesn’t change is your dedication to improving your clients’ financial—and overall—well-being.

To help you succeed and deliver on your promises, and to mark our 20th anniversary, we scoured the industry and spoke with 10 advisors and 10 clients from across the country. They shared ideas on how advisors can raise their game through 20 tips and insights. We broke them into five categories (see below).

map showing advisor and client locations of Canada

Since 1998, Advisor’s Edge has offered consistently high-quality financial, tax, estate, risk protection and client service reporting to keep you informed and in tune with clients’ needs. Being better isn’t about meeting the status quo or inching ahead of the competition, but about harnessing your value and going above and beyond for clients. Here are some tips to help keep you on track.

Click here for lessons from 20 years of Advisor’s Edge

Click here for two decades of Advisor’s Edge covers

Get to know clients and serve them better

Improve and share your market knowledge

Keep up with products and explain them to clients

Follow (and exceed) regulations

Protect and adapt your business