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20 ways to be a better advisor

Read the tips we gathered from clients and advisors across Canada

  • By: Staff
  • June 21, 2018 September 13, 2018
  • 00:00

Upgrade your knowledge to keep up with market and industry changes

Find new ways to learn

  • By: Katie Keir
  • June 18, 2018 September 9, 2018
  • 00:00

Look into, but don’t police, clients’ spending habits

Help clients open up

Above all, listen

Your client may have a specific concern

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Don’t forget to follow through (annually or more often)

A way to maintain your relationships with clients

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Business man making a presentation at office. Business executive delivering a presentation to his colleagues during meeting or in-house business training, explaining business plans to his employees.

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

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Work closely with high-quality, client-focused managers

Why this matters to clients and your business

  • By: Katie Keir
  • June 18, 2018 September 9, 2018
  • 00:00
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What do advisors in your referral network do well or poorly?

Learn about your network

Downside protection can be more important than upside

Always account for downturns when investing

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Helping a client going through depression

What to look for and how to help

Never assume you know what a client wants

Don't come to client meetings with preconceived notions

People in casino, looking at slot machine

The first 10 minutes: gambling woes

Helping a client whose spouse lost a large sum

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

How being an advisor affects personal financial goals

It can make goal-setting easier

Why young clients, in particular, need coaching

A generation of investors has never known a bear market

Why advisors should stop talking and start coaching

Tips from behavioural economics

Why conversations with couples require advisor know-how

Survey reveals financial challenges faced by couples

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00

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.