Client engagement

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

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

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

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