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Help clients find you online

The Web is now such a vital part of business development that it’s hard to imagine the first Web site was put up only 20…

Help clients avoid emotional investing

Investors can be their own worst enemies. The danger comes from making investment decisions based on emotion, not logic.

Time for that annual checkup

Here are five key things to consider to improve your bottom line.

Help a client choose whether to commute his pension

If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing…

Estate planning checklist

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or…

New social media trends for 2012

Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create…

Social networking not delivering the goods

Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest…

Don’t overlook entrepreneurial women

With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.

Why are you the best kept secret?

We’ve helped many advisors with coaching and brand strategies and when we first meet a client, we often hear them say “Why are we the…

Curate content to build your brand

If you’re in the business of advising, influencing, counseling, consulting or recommending ANYTHING to ANYONE, then the benefits of curation can be huge.

  • By: Jay Palter
  • December 13, 2011 August 21, 2018
  • 12:44

What makes a “Top Advisor”?

A bearish global outlook may have reined in market sentiment, but it could not tame the trot of outperforming advisors who grew their revenues by…

Biggest investment scams

Scam artists looking to ensnare investors are taking advantage of those troubled by economic uncertainty and volatile markets, says The Canadian Securities Administrators.

Understanding, selling to women

Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.

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.