Leigh Doyle

Talk to clients about risk

We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it.

By Leigh Doyle |November 13, 2012

4 min read

Market Insights

How to explain risk to clients

Having these conversations now can save you future stress

By Leigh Doyle |August 1, 2012

4 min read

Planning and Advice

Aging clients pose challenges

Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.

By Leigh Doyle |August 4, 2011

12 min read

Planning and Advice

Coping with aging clients

Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.

By Leigh Doyle |June 1, 2011

12 min read

Planning and Advice

D&S: Dividing your time

Could how much you manage as an advisor dictate what you need to talk to your clients about?

By Leigh Doyle |April 21, 2011

5 min read

Planning and Advice

Another week goes by and you haven’t drummed up new client leads. You’re satisfied with the number of clients you have, but managing your business is getting stressful. The most worrisome thing? Despite being busy, you’re not hitting your revenue targets. There’s a question nagging in your mind: How will I find the time to take on more clients to reach my goals?

By Leigh Doyle |February 18, 2011

8 min read

Living Benefits

The proper coverage

It’s one of those questions that keeps clients up at night: if my partner gets seriously ill, how can I pay the extra health care costs? Most people have the luxury of time to address this issue, but seniors don’t. They are living longer lives—many with chronic health conditions—that make insurance a wise investment in […]

By Leigh Doyle |November 15, 2010

5 min read