Advisor

Advisor confidential | Nadine Lajoie

In 1995, I contracted severe pneumonia and lost 18 pounds along with my will to live. I was a secretary for an insurance brokerage but a colleague coaxed me to leave and rediscover myself. After recovering, I got my insurance licence.

By Kanupriya Vashisht |November 1, 2011

2 min read

Compensation’s not the issue

Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients

By Jason M. Pereira |November 1, 2011

5 min read

Eight rules for changing dealers

You’ve had it with Your dealer. It’s time to move to one with better service, faster trade clearing, and improved market access. But how will it impact your clients? Here are eight things to consider:

By Richard E. Austin |October 1, 2011

2 min read

Don’t take a client for the wrong reasons

Asking the right questions means you’ll get real answers that help you build a productive advisor-client relationship-or sidestep a potential landmine.

October 1, 2011

3 min read