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A year for discipline

Time and time again, clients say their reason for seeking a new relationship is that they current advisor just wasn’t there for them in tough…

  • By: Staff
  • January 26, 2012 August 21, 2018
  • 10:00

10 steps to achieve your goals in 2012

Call it the February Effect. We start the year off with a new set of business and personal goals but after that initial burst, it…

CE Course: An in-depth look at ETFs, Part 2

Earn CE credits “An in-depth look at ETFs, Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this…

  • By: Staff
  • January 24, 2012 September 7, 2018
  • 00:00

CE Course: An in-depth look at ETFs, Part 1

Earn CE credits “An in-depth look at ETFs, Part 1” is eligible for CE credits, see Accreditation details for more information. The questions for this…

  • By: Mark Yamada
  • January 24, 2012 September 19, 2018
  • 00:00

Stay in touch with clients during parental leave

While many advisors get into their careers for the flexibility, it’s not easy to take parental leave; at least, not in the traditional sense. Many…

Resources for women returning to work after an absence

As Canada’s population ages, employers have become increasingly aware of the need to develop and retain highly-skilled women to ward off the impending skills shortage.…

Three ways to change the (financial services) world

Our economy has become dysfunctional, and many experts have suggested the solution to our global economic crisis is to grow our way out of it.

Advisor audio: Stephanie Holmes-Winton finds money for clients

We sat down with The Money Finder, Stephanie Holmes-Winton, to find out which demographic she's most concerned about, the biggest mistake advisors make when trying…

CE Course: Lifelong retirement income: the zone strategy

One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client

  • By: Jim Otar
  • January 23, 2012 September 19, 2018
  • 14:45

Decoding client behaviour

Some prospects are too polite to explicitly express lack of interest, and you're stuck chasing dead leads. And while most clients are truthful, some may…

Two ways to reduce compliance costs

Find out what parts of your practice are unprofitable by using full-cost accounting—that means including compliance costs, which are often overlooked.

Web delivers travel insurance commission

As the vast majority of Canadians take their products-and-services search online, businesses are beginning to follow. The financial services industry is waking up to this…

Advisor confidential | Patti Shannon

Many managers are only marginally different from the index. We consciously go against the crowd. For example, we avoided the tech boom and significantly underperformed…

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.