Home Practice Conversations

Latest news in Conversations

Emotional Stress, Bankruptcy, Finance

Canadian consumer insolvencies on the rise

Data from May show an 8.6% year-over-year increase

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 10:55
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

Presenting an impactful financial plan

Five steps for success

Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03
Pensioners, friends sitting in the park and resting - concept of a retirement age

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada

INSET PHOTO: ANDRESR / ISTOCK PHOTO

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

ILLUSTRATIONS: LUCKY GUY / ISTOCKPHOTO; ICONS: 123RF STOCK PHOTO

Why risk assessments should be at the centre of client relationships

A look at how tech and behavioural science are changing KYC

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

INSET PHOTO: ANDRESR / ISTOCK PHOTO

How do you ensure clients don’t check out during a conversation?

Advisors weigh in

Businesswomen

Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Business People Handshake Greeting Deal Concept

Managing multiple goals when selling a family business

A case study of a complex process

GARY WATERS / GETTY IMAGES

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

PHOTO: QUNAMAX; ICON: CSA IMAGES; BOTH VIA ISTOCKPHOTO;

Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

123 RFSTOCK PHOTO

10 tips for a good business card

And why the old-school tools still matter

MARK AIRS / GETTY IMAGES

Was there a time you felt heard or ignored by your advisor?

Clients share their stories

  • By: Sharon Ho
  • March 25, 2019 March 25, 2019
  • 00:00
AIDAN MORGAN

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

minimizing tax at death rrsp

Help women plan for retirement shortfall

Four tips for client meetings

Couple Meeting With Financial Advisor In Office

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Volatile income for gig workers requires new savings tools

A CPA Canada report says automated savings may not be appropriate for some workers

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 13:20
Family walking in the country

Median income rising as poverty declines: StatsCan

Higher wages and increased child benefits led to higher household income in 2017

  • By: Staff
  • February 26, 2019 February 26, 2019
  • 12:17
METAMORWORKS / ISTOCKPHOTO

How do you engage both spouses during a meeting?

Advisors weigh in

  • By: Sharon Ho
  • February 25, 2019 February 22, 2019
  • 00:00
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

Taking a better headshot: tips for advisors

First impressions matter

JAIME HOGGE

Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation

MANUEL BREVA COLMEIRO / AFP / GETTY IMAGES

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans