News and resources for Canada's top financial advisors
Make sure you only take on approved staff
December 11, 2015
3 min read
How to be compliant
October 30, 2015
Here’s how you can supplement your firm’s process.
July 13, 2015
One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?
March 7, 2014
2 min read
One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?
February 7, 2014
You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?
January 17, 2014
Analyze statistics when creating or updating marketing plans.
November 13, 2013
You’ve learned how to optimize your profile, so here are some tips on how to use LinkedIn more effectively.
June 18, 2013
4 min read
Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.
June 14, 2013
If you're using PDFs on your iPad, there's one app that's best for that.
May 8, 2013
Sometimes it’s important to time-stamp a document. Here’s how to do it electronically.
April 24, 2013
Sometimes, you may need to put an official stamp on a document for a client.
April 10, 2013
Tax & Estate
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
May 11, 2021
Help your client avoid these estate planning pitfalls
October 2, 2020
5 min read
Knowing the answer will help you and your client prepare for incapacity
May 8, 2020
You understand how important financial planning its, but not all clients grasp its value. Here’s how to bust eight common myths.
February 23, 2015
There’s a lot of discussion around the unique needs and preferences of Gen Y. Is it worth the effort to get them in into your book?
October 31, 2014
Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?
October 3, 2014
It’s easy to get distracted during the summer months.
August 7, 2014
A look at the benefits of adding services in the summer.
July 31, 2014
Business doesn't have to be dead in the summer.
July 24, 2014
Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option out there. Microsoft has launched a cloud-only presentation app called Sway. It allows you to create a web-ready presentation quickly, either from scratch or using an imported Word document, OneNote […]
November 14, 2017
It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]
November 4, 2016
Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]
May 6, 2016
Get the info you need without being overwhelmed.
April 19, 2016
Have you ever experienced a bad cold call?
October 1, 2015
As our use of online systems for storing personal data has grown, so has the problem of fraudulent access to that information.
July 16, 2015
This article examines when clients can get a tax break on investment fees.
April 5, 2016
Retirement is idealized in advertisements as a time of comfort and leisure.
August 26, 2013
6 min read
After 55 years, you would think that the basic idea behind RRSPs would be ingrained in Canadians' minds. Judging by the fact that only a quarter of eligible tax filers made a contribution, they might not even know enough.
February 5, 2013
Key considerations when advising business-owner clients
September 18, 2019
Years of organization can precede a sale process—and it’s worth the effort
June 11, 2019
A case study of a complex process
April 5, 2019
Small business is up in arms about the proposals on tax planning using private corporations
September 12, 2017
Adapt to the new normal of life insurance changes
June 30, 2017
There are only a few months left
September 9, 2016