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Kelley Keehn

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

confusion

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

data-breach-cyber-attack

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

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

 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
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

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
Solution

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

Jigsaw Puzzle on Blue background

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

Upgrade your knowledge to keep up with market and industry changes

Find new ways to learn

  • By: Katie Keir
  • June 18, 2018 September 9, 2018
  • 00:00

Look into, but don’t police, clients’ spending habits

Help clients open up

Above all, listen

Your client may have a specific concern

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

Don’t forget to follow through (annually or more often)

A way to maintain your relationships with clients

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Business man making a presentation at office. Business executive delivering a presentation to his colleagues during meeting or in-house business training, explaining business plans to his employees.

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

business documents on office table with smart phone and laptop computer and graph business with social network diagram and man working in the background

Work closely with high-quality, client-focused managers

Why this matters to clients and your business

  • By: Katie Keir
  • June 18, 2018 September 9, 2018
  • 00:00
business miniature in circle chalk with line connection

What do advisors in your referral network do well or poorly?

Learn about your network