Casey Dorrell

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Planning and Advice

Learn how to educate clients from a math teacher

Whether it’s explaining ETFs or laddered annuities, advisors need to educate clients to help them make the best choices. But explaining complicated concepts isn’t easy.

By Casey Dorrell |November 14, 2014

3 min read

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Planning and Advice

How dentists put people at ease

While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.

By Casey Dorrell |June 6, 2014

3 min read

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Planning and Advice

Lessons from a veterinarian

Jill Wood, a veterinarian at Southport Animal Hospital in Stratford, PEI, told us how she helps distraught clients cope with bad news.

By Casey Dorrell |April 4, 2014

3 min read

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Planning and Advice

Lessons from a personal trainer

These professionals keep clients focused on goals.

By Casey Dorrell |February 7, 2014

3 min read

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