Brynna Leslie

Planning and Advice

3 tips to expand your network

Your job requires you to be equal parts introvert and extrovert.

By Brynna Leslie |October 28, 2013

2 min read

Planning and Advice

Diversify your network

Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.

By Brynna Leslie |October 1, 2013

3 min read

Planning and Advice

An introvert’s guide to broadening a network

Your job requires you to be equal parts introvert and extrovert.

By Brynna Leslie |July 29, 2013

3 min read

Planning and Advice

Manipulate psychology to increase savings

The only thing more difficult than getting a client into the savings habit is getting her to save more.

By Brynna Leslie |June 24, 2013

3 min read

Industry

Leave emotion out of investing

Your client refuses to diversify the stocks in her portfolio. Instead, she wants her investments heavily weighted in mining firms because her sister owns a jewelry store. But you know it’s not the right time because those stocks have been underperforming. When you show her the facts, she still insists.

By Brynna Leslie |May 22, 2013

3 min read

Market Insights

Help clients start the year right

“At the beginning of the year, people want to make a fresh start,” says Stephen Ciccone, a professor at the University of New Hampshire’s Whittemore School of Business and Economics.

By Brynna Leslie |January 15, 2013

3 min read

Market Insights

How athletes and investors are alike

What happens to your body when you take risks? A lot, argues Canadian-born former trader John Coates in his new book, The Hour Between Dog and Wolf. And the more you understand the biology of risk-taking, he says, the better prepared you’ll be to make sound investment decisions.

By Brynna Leslie |December 5, 2012

3 min read

Planning and Advice

Restrict choice. Get better decisions

“Decisions can be easy when [people can] choose from a well-defined set of options,” says Baruch Fischhoff, a specialist in social and decision sciences at Carnegie Mellon University in Pittsburgh.

By Brynna Leslie |December 3, 2012

3 min read

Planning and Advice

How I went fee-only

Karen Mizgala had been working as a commissioned advisor in Vancouver for six years, when clients increasingly began demanding a different kind of service.

By Brynna Leslie |November 5, 2012

4 min read