Opal Patel

Decorative pattern

Planning and Advice

Get more out of your meetings — top tips from Jim Rogers (Part 1 of 2)

As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]

By Opal Patel |April 12, 2005

4 min read

Decorative pattern

Planning and Advice

Get more out of your meetings — top tips from Jim Rogers (Part 2 of 2)

As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]

By Opal Patel |April 12, 2005

4 min read

More Columnists

Mark Soth

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Benjamin Felix

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read