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Sheltering

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

Clients expect new communication methods to persist post-pandemic

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21
multiracial business meeting in boardroom, sitting at a table

Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

Person marking the date of the 15th with a pencil on a blank calendar with date squares as a reminder of an important day or to schedule a meeting or event

Valuing assets in a divorce: what you need to know

Factors to consider in the context of the pandemic

Case study: Financial planning for a year abroad

Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.

A post-pandemic upgrade for advice

Getting intentional about putting clients first

Businessman hand holding paper plane on front of vintage full frame black blank blackboard no frame and couple clouds

What’s your top message for clients amid economic uncertainty?

Advisors talk about how they deliver this tough information

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

Amy Fish

Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles…

Businessman conquest of adversity

Downturns often mean an uptick in claims against advisors

Legal experts offer tips for protecting yourself in good times and bad

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel

©Tiero / 123rfStockphoto

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

  • By: Staff
  • May 25, 2020 June 23, 2020
  • 14:00
Emotional Stress, Bankruptcy, Finance

KYC in a dangerous time

Is a crisis the right time to review risk tolerance?

Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

Advisors add 2.88% in value, study finds

Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments

  • By: Staff
  • May 7, 2020 May 6, 2020
  • 09:00
Couple getting financial advice from consultant at home

Ontario court grants flexibility to debtors

Residents who have filed for insolvency will have more latitude during the pandemic

Couple calculating financial savings on internet

Advisors don’t skip a beat — or a meeting — during Covid-19

For many, connecting with clients conveniently has always been part of the game plan

Senior woman websurfing on digital tablet

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

red emergency button

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

How to redirect your printed copy of Advisor’s Edge

If you’re not going to the office, our team can help you

  • By: Staff
  • April 1, 2020 May 13, 2020
  • 10:21

Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

What industry change would you like to see?

Industry talk with new and veteran advisors

Client coaching for the 24-hour news cycle

Sorting through the flood of information is a way to add value

Financial Advisor Assisting Senior Couple

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs