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Buffer your business with sound insurance

Appropriate insurance can buffer your business against certain unforeseen risks. Unlike insuring a house or an automobile, insuring a business requires a more holistic approach.

Help clients realize they can’t control success

Overconfidence can breed a tendency to diversify less and trade more aggressively, which creates challenges if you’re their advisor.

Advisor confidential | Anna Nemeth

In one meeting you may be serving the CEO of a Fortune 500 company; in the next, someone who’s won a lottery, and has never…

Ten tips on building your network

The idea that we are but a few links away from everyone else forms the whole basis of networking. In fact, the professional website LinkedIn…

Questions for older clients

The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along…

Manage clients’ emotions to get better returns

Many of the theories I grew up with—efficient market hypothesis; modern portfolio theory; and the theory that investors always choose the outcome with the greatest…

  • By: Gary Gorr
  • February 1, 2012 August 21, 2018
  • 14:38

Fraud in dental and other professional offices

Your business-owner clients may be at risk. Instances of fraud and misconduct happen in every industry or business sector. Many perpetrators target professional practices, particularly…

Planning for disabilities

Provincial coverage varies. In Ontario, for example, the province covers 75% of significant equipment costs, which could include wheelchairs, orthopaedic braces and breathing aids.

Antiques make solid investment

Buying antique furniture offers the twin benefits of enjoying both fine craftsmanship and value appreciation.

Advisors ignore clients’ true risk capacity

Relying solely on risk-tolerance questionnaires to assess clients is wrong, Tom Idzorek of Morningstar told the New York Consultants Conference, hosted by the Investment Management…

The true cost of debt

The true cost of debt—to truly help clients understand, advisors need to factor in taxes

Don’t let life events derail clients’ plans

When clients experience serious health issues, relationship breakdowns or death of life partners, advisors play an important role in helping them through.

How to use social media more effectively

To effectively leverage and maximize social media tools to grow business takes more than just a social media presence.

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.