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Asian couple meeting financial adviser for investment planning.

Why young clients, in particular, need coaching

A generation of investors has never known a bear market

Office with on diary, glasses and coffee cup on desk

Why advisors should stop talking and start coaching

Tips from behavioural economics

Mature Laughing Mulit Ethnic Husband and Wife

Why conversations with couples require advisor know-how

Survey reveals financial challenges faced by couples

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Arrows leave comfort zone

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Young plant

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

Indian teen studying in library with college age friends

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Financial graphs analysis

Tips on explaining tough financial concepts to clients

Advisors speak from experience

 Skydiving Couple - Come Join Us

Putting partners to the test

Considerations when choosing your better half

Close-up of smiling mature woman with daughter at park

Help adult children who return to the nest

Get ahead of the intergenerational wealth transfer by adding clients’ kids and grandkids to your book

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

OSC tackles barriers for millennial investors

The study identifies six principles to help stakeholders engage millennials

  • By: Staff
  • July 12, 2018 September 7, 2018
  • 00:00
Concept of important choices of a businessman, Business Challenge

How to keep your practice current as advice changes

Both digital tools and human interaction are needed

  • By: Staff
  • July 4, 2018 September 7, 2018
  • 00:00

1 thing advisors shouldn’t do—and plenty of things they should

Find out how your service compares to these expert tips

Robot holding a businesswoman

Finding your brand in a world of robos

Experts weigh in on embracing tech and differentiating your service

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

How being an advisor affects personal financial goals

It can make goal-setting easier

20 ways to be a better advisor

Read the tips we gathered from clients and advisors across Canada

  • By: Staff
  • June 21, 2018 September 13, 2018
  • 00:00

Strong values matter as much as credentials

Who you are matters as much as your requirements

Build clients’ industry confidence by addressing their fears, frustrations

One way advisors can be better

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.