News and resources for Canada's top financial advisors
Planning and Advice
Are you feeling unmotivated? Here's help.
By April-Lynn Levitt |April 10, 2014
2 min read
Industry
Try these easy, low-cost ways to boost employee appreciation.
By April-Lynn Levitt |July 26, 2013
If you had to define the culture in your office, what words come to mind? I’ve heard advisory firms described as professional, competitive, fun and creative. If you’re trying to foster a better culture within your practice, try these steps.
By April-Lynn Levitt |April 26, 2013
Life
Do you have a contingency plan in place for critical illness, disability, or death?
By April-Lynn Levitt |November 16, 2012
3 min read
Call it the February Effect. We start the year off with a new set of business and personal goals but after that initial burst, it can be hard to stick to it to create meaningful, lasting change.
By April-Lynn Levitt |January 25, 2012
4 min read
One of the biggest challenges we see as coaches, is that financial advisors are so busy working IN their business that they don’t have any time to work ON their business. Responding to clients, dealing with staff issues, compliance, paperwork and “putting out fires” consumes most of the day. There is little time left to work on long term planning which will improve your practice, grow revenues and reduce stress.
By April-Lynn Levitt |December 6, 2011
When coaching advisors, one of the most important things our team works on is how to get the advisor focused on the important client-facing tasks and delegate the rest to their team.
By April-Lynn Levitt |October 28, 2011
1 min read
Recently I met with an investment advisor. I could tell immediately he simply wasn’t himself. He admitted his “head hasn’t been in the game for some time now”. He was thinking of leaving the business.
By April-Lynn Levitt |September 23, 2011
Autumn and finally being back to school. I really loved this time of year. I loved the new notebooks, pencils, school clothes and even the thought of getting back to work. For me, it still seems like even more of a fresh start than January 1. Those in the Jewish faith are familiar with this […]
By April-Lynn Levitt |October 7, 2010
May 8, 2024|5 min read
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February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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