Communication

3 ways to help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?

October 15, 2013

2 min read

Planning and Advice

How to turn friends into clients

Friends can make great clients. But somewhere between the prospect and client stages you’ll probably need to overcome several objections.

By Bryce Sanders |October 15, 2013

3 min read

Planning and Advice

Take staff on retreat

Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.

By Stuart Foxman |October 1, 2013

3 min read

Planning and Advice

Be a great advisor

We provide tools for better client communications.

By Staff |September 4, 2013

1 min read

Planning and Advice

The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.

By Philip Porado |September 4, 2013

4 min read