Robert Abboud

Planning and Advice

Do you have too many clients?

I tried to manage 350 households by myself. What was I thinking?

By Robert Abboud |May 31, 2013

2 min read

Planning and Advice

3 steps to calming clients

You can’t blame clients for being scared. The last 12 years haven’t been fun.

By Robert Abboud |November 13, 2012

2 min read

Industry

Are your fees transparent?

I've noticed that every 3 to 5 years our industry goes through a fee debate but in the end nothing changes.

By Robert Abboud |May 29, 2012

3 min read

Planning and Advice

No really, what is your brand?

One of the greatest things about our industry is that we can all have different models to suit different clientele and our own beliefs and philosophies.

By Robert Abboud |May 7, 2012

3 min read

Planning and Advice

Sales focus will cost you clients

When I sat down with an affluent referral, I was stunned by how many advisors he was dealing with and the poor advice he had been receiving.

By Robert Abboud |March 14, 2012

3 min read

Planning and Advice

Recession proof your practice: Part Two

Last year I wrote an article about recession proofing your practice in case of a double dip…Here is an updated version of that article.

By Robert Abboud |October 5, 2011

4 min read

Planning and Advice

Cut your costs, boost your profits

Running a financial planning practice is a wonderful thing, however, it is key to keep operating costs lean so you can make it through those difficult times. With that in mind, I put together a few tips on how to reduce operating costs so you can run an efficient practice.

By Robert Abboud |September 1, 2011

3 min read

Planning and Advice

What’s up, doc? Who would you rather be?

I think doctors have a very tough job; they are overwhelmed with patients and are trying their best to keep up with demand. Imagine though if they could choose how to run their practice -- determine pricing, services, amount of clients, etc.

By Robert Abboud |May 27, 2011

5 min read

Planning and Advice

Nominee system saves time and money

For over 15 years I was happily running my practice almost 100% off book, direct with fund companies. A little over a year ago, I made the switch from the MFDA to IIROC. Under the IIROC platform, it’s not really an option.

By Robert Abboud |May 4, 2011

4 min read