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Now there’s an app to track your app

Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an…

More companies recruit with social media

Do you use social media to find and recruit new hires? If not, you’re in the minority, according to a study by Jobvite.

  • By: Staff
  • March 14, 2012 August 21, 2018
  • 12:37

Sales focus will cost you clients

When I sat down with an affluent referral, I was stunned by how many advisors he was dealing with and the poor advice he had…

Market your practice like Apple

The brilliance of Apple is not the diversity of its products; it is that so many people love the few products it sells.

Social media seeps into wealth management

Wealth management firms may have been slow to adopt social media, but they seem to be making up for lost time.

Advisor confidential | Jamie F. Mackie

Our clients are presidents, CEOs and board members who have already been prospected to death. So rather than be in a hurry to make a…

The equity owner | Mark Farris

Mark Farris an equity owner investment advisor discusses the costs of doing business

Other ways to calculate costs

Three advisors and an industry expert share advice for tracking the bottom line.

The bank advisor | Alex Bird*

A bank advisor explains the costs of a bank-owned brokerage

The professional services advisor | Cynthia Kett

Cynthia Kett of Stewart and Kett, Toronto breaks down the costs of doing business as a professional services firm

The independent | Rod Tyler

Rod Tyler, CFP, RFP, CLU, Fellow of FPSC Owner, Tyler and Associates, Regina Book size $110 million; 400 households. Model Grid system, which provides full…

Ask clients to consolidate

You suspect your client has money in multiple places, but you’re afraid to ask outright.

Antique violins a sound investment

Antique musical instruments can play a role in a wealthy investor’s portfolio.

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Client confidential: Chris Prendergast

How to help a young entrepreneur

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.