Client engagement

Planning and Advice

How to help clients cope with inflation

Advisors can help clients build confidence and financial well-being

By Maddie Johnson | January 9, 2023

2 min read

Technology

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

By Michelle Schriver | December 2, 2022

4 min read

Planning and Advice

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

By Todd Humber | November 30, 2022

3 min read

Planning and Advice

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

By Michelle Schriver | November 24, 2022

4 min read

Planning and Advice

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

By Katie Keir | November 23, 2022

3 min read

Industry

So, you want to be an independent advisor?

Tips from those who made the transition

By Todd Humber | November 16, 2022

4 min read

Planning and Advice

Tips for two tough conversations with clients

Care needs, living benefits were topics at IFB’s fall summit

By Michelle Schriver | November 9, 2022

3 min read

Planning and Advice

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

By Rudy Mezzetta | October 27, 2022

2 min read

Planning and Advice

Curb client confusion about financial planning

An investment plan does not equal a financial plan

By Katie Keir | October 26, 2022

3 min read

Planning and Advice

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

By Daniel Calabretta | October 5, 2022

3 min read

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