News and resources for Canada's top financial advisors
Planning and Advice
You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?
By Bryce Sanders | July 28, 2014
3 min read
Millionaires look for two things when choosing places to live.
By Staff | July 25, 2014
1 min read
Some new clients see financial planning as an extension of the account opening process or a tool to get people to buy things they don’t want. How can you convince them of its importance?
By Bryce Sanders | July 22, 2014
2 min read
LinkedIn recently introduced a new feature with possibilities for your practice: long-form publishing.
By Jay Palter | July 17, 2014
Friends can be fickle. On one hand, they’re resistant to doing business with you because they worry you may discuss their finances around mutual acquaintances. On the other hand, if they have a serious problem they’ll want help from someone they know and trust.
By Bryce Sanders | July 11, 2014
In previous columns we’ve looked at a number of expressions you should never use with clients. Here are 11 more to scratch off your list.
By Bryce Sanders | July 7, 2014
You’re rolling up the driveway after a long day and wave to a neighbor. Why isn’t she a client?
By Bryce Sanders | July 3, 2014
Most people selling securities call themselves financial advisors. How does your client perceive your role?
By Bryce Sanders | June 23, 2014
More than three quarters of asset managers say they are embarking on a fundamental shift in their overall business strategy.
By Staff | June 18, 2014
One of your biggest challenges is differentiating yourself from the competition. Here’s how it’s done in four key areas that are top of mind with prospects.
By Bryce Sanders | June 10, 2014