My Practice: Top Story
Advisors weigh in on debt
Stephanie Holmes-Winton / August 27, 2010As promised, in this column I will reveal the results of my very unscientific yet telling poll.
More from My Practice
Tech every advisor needs – Part 1
Mathieu Paradis / August 24, 2010There are a few pieces of technology I just can’t live without when conducting business – and surprisingly a Blackberry doesn’t make the list.
Of horses and regulators
Stephanie A. McManus / August 19, 2010Isn’t it interesting how some of the best life lessons we can ever learn come from animals? Ok, I’m a bit fanatical about animals and my bond with horses in particular is one of the great sustaining truths in my life.
Gift giving: The thought, timing matters
Laura Curtis Ferrera / August 16, 2010Sure, advisors take care of financial matters for their clients but there’s a personal side to the advisory business that should be nurtured as seriously and conscientiously as any investment portfolio.
Be your clients' best info source
Peter Drake / August 10, 2010As concerns about the European debt crisis continue and as signs emerge that the economic recovery is slowing, it’s a good time to think about how your clients might be reacting to what they are hearing and seeing and what you can do to give them some perspective.
The better business model
John J. De Goey / August 05, 2010I was at a conference recently and I bumped into my old friend Ellen Bessner, author of “Advisor at Risk”. We began chatting about the business. Even though we generally agree on the ‘lay of the land’, we had an interesting discussion about business models.
Ask them yourself!
Stephanie Holmes-Winton / July 29, 2010What if I could tell you your clients’ debt stats? If these were their stats you were faced with what would you do? Will the facts be enough to force you to change direction tomorrow?
Some rules aren't meant to be broken
Peter Drake / July 12, 2010If someone asked me to come up with the two defining characteristics of financial markets, my answer would be “opportunity” and “risk”. The opportunity to make a good return on an investment and the risk that an investment will diminish in value.
80% say "Help Me!"
Stephanie Holmes-Winton / July 02, 2010On May 20th, Manulife Bank released the results of a survey. You may have read about it. The results show that over 80% of Canadians rank becoming debt free as a top financial priority.
What's your CPH?
Robert Abboud / June 28, 2010The financial services industry is one of the best places to work. We have the freedom to earn as much or as little as we want to. The freedom to work as many or as few hours as we wish.
Good debt versus bad debt
Sue Ricketts, I.C.I.A / June 21, 2010How do you approach your clients so they aren't afraid of leveraging? Can you simply explain the concepts we are taught? Here are some of the ways I clarify the concept of good debt versus bad debt.
