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photo of hands holding pen under document and pressing calculator buttons

Breaking down various fee scenarios

advisor client meeting

Speakers at the Vantage Series discussed adapting value propositions to clients' changing needs

The men and women go hand in hand on the arrow

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Sticky advice may have a lot to do with demographic similarities

Experts put the new CFRs in context and highlight the final changes

Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

Start by tailoring your advice to your client's mindset

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.


Craft a compelling narrative about yourself, and put it where everyone will see it


Tips on how to handle referrals

Hands Giving & Receiving Money

An effective program capitalizes on advisors’ intrinsic motivations